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Net Worth Advisory Group’s U-Haul Holding Co UHAL Stock Holding History

Net Worth Advisory Group’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 		$266K Sell
4,066
-270
-6% -$14.8K 0.07% 314
2026
Q1 		$207K Sell
4,336
-579
-12% -$29.7K 0.04% 406
2025
Q4 		$248K Sell
4,915
-186
-4% -$9.9K 0.05% 387
2025
Q3 		$291K Buy
+5,101
New +$301K 0.08% 285

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Net Worth Advisory Group's UHAL Position: Q2 2026 in Review

Net Worth Advisory Group reduced its U-Haul Holding Co (UHAL) stake by 6.2% in Q2 2026, selling an estimated $14.8K and leaving 4,066 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #314.

Net Worth Advisory Group first reported a position in UHAL in Q3 2025 and has held it in 4 quarters since. The position peaked at $291K in Q3 2025. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Net Worth Advisory Group held 4,066 shares of U-Haul Holding Co worth $266K as of Q2 2026.
  • Net Worth Advisory Group sold 270 U-Haul Holding Co shares in Q2 2026, an estimated $14.8K.
  • U-Haul Holding Co made up 0.07% of Net Worth Advisory Group's portfolio in Q2 2026, its #314 holding.
  • Net Worth Advisory Group first reported a position in U-Haul Holding Co in Q3 2025 and has held it in 4 quarters since.
  • Net Worth Advisory Group's U-Haul Holding Co position peaked at $291K in Q3 2025.
  • 226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.