MPWT
UHAL icon

MassMutual Private Wealth & Trust’s U-Haul Holding Co UHAL Stock Holding History

MassMutual Private Wealth & Trust’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 		$196 Hold
3
– – ﹤0.01% 2363
2026
Q1 		$143 Sell
3
-38
-93% -$1.95K ﹤0.01% 2345
2025
Q4 		$2.07K Buy
41
+38
+1,267% +$2.02K ﹤0.01% 1986
2025
Q3 		$171 Sell
3
-48
-94% -$2.83K ﹤0.01% 2328
2025
Q2 		$3.09K Buy
51
+8
+19% +$500 ﹤0.01% 1813
2025
Q1 		$2.81K Buy
43
+21
+95% +$1.46K ﹤0.01% 1817
2024
Q4 		$1.52K Buy
22
+1
+5% +$73 ﹤0.01% 1912
2024
Q3 		$1.63K Buy
21
+6
+40% +$410 ﹤0.01% 1707
2024
Q2 		$926 Buy
15
+13
+650% +$846 ﹤0.01% 1831
2024
Q1 		$135 Sell
2
-10
-83% -$661 ﹤0.01% 2016
2023
Q4 		$862 Hold
12
– – ﹤0.01% 1709
2023
Q3 		$655 Sell
12
-6
-33% -$349 ﹤0.01% 1763
2023
Q2 		$996 Buy
18
+6
+50% +$352 ﹤0.01% 1655
2023
Q1 		$716 Hold
12
– – ﹤0.01% 1623
2022
Q4 		$1K Sell
12
-108
-90% -$6.21K ﹤0.01% 1565
2022
Q3 		$6K Buy
120
+20
+20% +$1.05K ﹤0.01% 910
2022
Q2 		$5K Sell
100
-40
-29% -$2.07K ﹤0.01% 919
2022
Q1 		$8K Hold
140
– – ﹤0.01% 804
2021
Q4 		$10K Hold
140
– – ﹤0.01% 736
2021
Q3 		$9K Hold
140
– – ﹤0.01% 732
2021
Q2 		$8K Hold
140
– – ﹤0.01% 734
2021
Q1 		$9K Buy
140
+40
+40% +$2.13K ﹤0.01% 623
2020
Q4 		$5K Hold
100
– – ﹤0.01% 692
2020
Q3 		$4K Hold
100
– – ﹤0.01% 665
2020
Q2 		$3K Hold
100
– – ﹤0.01% 643
2020
Q1 		$3K Hold
100
– – ﹤0.01% 607
2019
Q4 		$4K Hold
100
– – ﹤0.01% 723
2019
Q3 		$4K Hold
100
– – ﹤0.01% 715
2019
Q2 		$4K Hold
100
– – ﹤0.01% 679
2019
Q1 		$3.71K Buy
+100
New +$3.63K ﹤0.01% 724
2018
Q4 		– Sell
-60
Closed -$2.14K – 1044
2018
Q3 		$2.14K Sell
60
-70
-54% -$2.58K ﹤0.01% 821
2018
Q2 		$4.63K Hold
130
– – ﹤0.01% 739
2018
Q1 		$4.49K Buy
+130
New +$4.62K ﹤0.01% 724

Other funds holding UHAL

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

MassMutual Private Wealth & Trust's UHAL Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its U-Haul Holding Co (UHAL) position steady in Q2 2026 at 3 shares worth $196. The position accounts for ﹤0.01% of the portfolio, ranked #2363.

MassMutual Private Wealth & Trust first reported a position in UHAL in Q1 2018 and has held it in 33 quarters since. The position peaked at $10K in Q4 2021. 21 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • MassMutual Private Wealth & Trust held 3 shares of U-Haul Holding Co worth $196 as of Q2 2026.
  • MassMutual Private Wealth & Trust left its U-Haul Holding Co share count unchanged in Q2 2026.
  • U-Haul Holding Co made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2363 holding.
  • MassMutual Private Wealth & Trust first reported a position in U-Haul Holding Co in Q1 2018 and has held it in 33 quarters since.
  • MassMutual Private Wealth & Trust's U-Haul Holding Co position peaked at $10K in Q4 2021.
  • 21 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.