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Pinnacle Wealth Planning Services’s U-Haul Holding Co UHAL Stock Holding History

Pinnacle Wealth Planning Services’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 		$1K Buy
21
+2
+11% +$103 ﹤0.01% 2554
2025
Q4 		$958 Buy
+19
New +$1.01K ﹤0.01% 2590

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
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

Pinnacle Wealth Planning Services's UHAL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its U-Haul Holding Co (UHAL) stake by 11% in Q1 2026, buying an estimated $103 and bringing the position to 21 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2554.

Pinnacle Wealth Planning Services first reported a position in UHAL in Q4 2025 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 21 shares of U-Haul Holding Co worth $1K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 2 U-Haul Holding Co shares in Q1 2026, an estimated $103.
  • U-Haul Holding Co made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2554 holding.
  • Pinnacle Wealth Planning Services first reported a position in U-Haul Holding Co in Q4 2025 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.