Opal Wealth Advisors’s U-Haul Holding Co UHAL Stock Holding History

Opal Wealth Advisors’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 Q1	$50.6K	Buy	+1,058	New	+$54.2K	0.01%	395
2025 Q3	–	Sell	-1,533	Closed	-$92.8K	–	519
2025 Q2	$92.8K	Sell	1,533 -74	-5%	-$4.63K	0.03%	282
2025 Q1	$105K	Buy	+1,607	New	+$111K	0.03%	262
2024 Q3	–	Sell	-1,783	Closed	-$110K	–	1106
2024 Q2	$110K	Buy	1,783 +12	+0.7%	+$781	0.04%	252
2024 Q1	$120K	Buy	+1,771	New	+$117K	0.04%	187

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Opal Wealth Advisors's UHAL Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in U-Haul Holding Co (UHAL) in Q1 2026: 1,058 shares worth $50.6K. The stake represents 0.01% of the portfolio and ranks #395 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in UHAL as recently as Q2 2025.

Opal Wealth Advisors first reported a position in UHAL in Q1 2024 and has held it in 5 quarters since. The position peaked at $120K in Q1 2024. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

Opal Wealth Advisors held 1,058 shares of U-Haul Holding Co worth $50.6K as of Q1 2026.
U-Haul Holding Co was a new Opal Wealth Advisors position in Q1 2026.
U-Haul Holding Co made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #395 holding.
Opal Wealth Advisors first reported a position in U-Haul Holding Co in Q1 2024 and has held it in 5 quarters since.
Opal Wealth Advisors's U-Haul Holding Co position peaked at $120K in Q1 2024.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.