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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
Q2 		– Sell
-1,058
Closed -$50.6K – 557
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
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

Opal Wealth Advisors's UHAL Position: Q2 2026 in Review

Opal Wealth Advisors sold out of U-Haul Holding Co (UHAL) in Q2 2026, closing a stake of 1,058 shares — an estimated $50.6K sold.

Opal Wealth Advisors first reported a position in UHAL in Q1 2024 and held it in 5 quarters. The position peaked at $120K in Q1 2024. 227 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Opal Wealth Advisors reported no remaining U-Haul Holding Co position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,058 U-Haul Holding Co shares in Q2 2026, an estimated $50.6K.
  • Opal Wealth Advisors first reported a position in U-Haul Holding Co in Q1 2024 and held it in 5 quarters.
  • Opal Wealth Advisors's U-Haul Holding Co position peaked at $120K in Q1 2024.
  • 227 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.