Planning Strategies’s U-Haul Holding Co Series N UHAL.B Stock Holding History

Planning Strategies’s Portfolio UHAL.B Stock Details UHAL.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.44K	Buy	+25	New	+$1.25K	﹤0.01%	668

Other funds holding UHAL.B

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Planning Strategies's UHAL.B Position: Q2 2026 in Review

Planning Strategies opened a new position in U-Haul Holding Co Series N (UHAL.B) in Q2 2026: 25 shares worth $1.44K. The stake represents ﹤0.01% of the portfolio and ranks #668 among its holdings.

315 funds tracked by Wall St. Rank hold UHAL.B as of Q2 2026.

Planning Strategies held 25 shares of U-Haul Holding Co Series N worth $1.44K as of Q2 2026.
U-Haul Holding Co Series N was a new Planning Strategies position in Q2 2026.
U-Haul Holding Co Series N made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #668 holding.
315 funds tracked by Wall St. Rank held U-Haul Holding Co Series N as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.