Pinnacle Wealth Planning Services
UHAL icon

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
Q3 		$1.26K Hold
21
– – ﹤0.01% 2570
2026
Q2 		$1.37K Hold
21
– – ﹤0.01% 2536
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

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Highland Capital Management (Tennessee)
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Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Net Worth Advisory Group
Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's UHAL Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its U-Haul Holding Co (UHAL) position steady in Q3 2026 at 21 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2570.

Pinnacle Wealth Planning Services first reported a position in UHAL in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.37K in Q2 2026. 50 funds tracked by Wall St. Rank hold UHAL as of Q3 2026.

  • Pinnacle Wealth Planning Services held 21 shares of U-Haul Holding Co worth $1.26K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its U-Haul Holding Co share count unchanged in Q3 2026.
  • U-Haul Holding Co made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2570 holding.
  • Pinnacle Wealth Planning Services first reported a position in U-Haul Holding Co in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's U-Haul Holding Co position peaked at $1.37K in Q2 2026.
  • 50 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.