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LRI Investments’s U-Haul Holding Co UHAL Stock Holding History

LRI Investments’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$65 Buy
+1
New +$55 ﹤0.01% 1888

Other funds holding UHAL

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DIS
Diversified Investment Strategies Baton Rouge, Louisiana $155M AUM 21.54% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
CLA
Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

LRI Investments's UHAL Position: Q2 2026 in Review

LRI Investments opened a new position in U-Haul Holding Co (UHAL) in Q2 2026: 1 share worth $65. The stake represents ﹤0.01% of the portfolio and ranks #1888 among its holdings.

61 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • LRI Investments held 1 share of U-Haul Holding Co worth $65 as of Q2 2026.
  • U-Haul Holding Co was a new LRI Investments position in Q2 2026.
  • U-Haul Holding Co made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1888 holding.
  • 61 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.