Prestige Wealth Management Group’s U-Haul Holding Co UHAL Stock Holding History

Prestige Wealth Management Group’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	$524	Hold	8	–	–	﹤0.01%	1022
2026 Q1	$383	Hold	8	–	–	﹤0.01%	996
2025 Q4	$404	Hold	8	–	–	﹤0.01%	968
2025 Q3	$457	Hold	8	–	–	﹤0.01%	942
2025 Q2	$485	Hold	8	–	–	﹤0.01%	935
2025 Q1	$523	Hold	8	–	–	﹤0.01%	926
2024 Q4	$553	Hold	8	–	–	﹤0.01%	956
2024 Q3	$620	Hold	8	–	–	﹤0.01%	941
2024 Q2	$494	Hold	8	–	–	﹤0.01%	923
2024 Q1	$541	Hold	8	–	–	﹤0.01%	944
2023 Q4	$575	Hold	8	–	–	﹤0.01%	937
2023 Q3	$437	Hold	8	–	–	﹤0.01%	981
2023 Q2	$443	Hold	8	–	–	﹤0.01%	1002
2023 Q1	$478	Hold	8	–	–	﹤0.01%	988
2022 Q4	$482	Sell	8 -132	-94%	-$7.59K	﹤0.01%	1069
2022 Q3	$7K	Hold	140	–	–	﹤0.01%	495
2022 Q2	$7K	Hold	140	–	–	﹤0.01%	510
2022 Q1	$9K	Hold	140	–	–	﹤0.01%	495
2021 Q4	$10K	Hold	140	–	–	﹤0.01%	490
2021 Q3	$9K	Hold	140	–	–	﹤0.01%	513
2021 Q2	$9K	Hold	140	–	–	﹤0.01%	504
2021 Q1	$9K	Hold	140	–	–	﹤0.01%	501
2020 Q4	$7K	Sell	140 -80	-36%	-$3.19K	﹤0.01%	519
2020 Q3	$8K	Buy	220 +30	+16%	+$1.02K	﹤0.01%	478
2020 Q2	$6K	Sell	190 -10	-5%	-$293	﹤0.01%	508
2020 Q1	$5K	Buy	200 +180	+900%	+$6.08K	﹤0.01%	502
2019 Q4	$1K	Sell	20 -30	-60%	-$1.14K	﹤0.01%	555
2019 Q3	$2K	Buy	+50	New	+$1.85K	﹤0.01%	510

Other funds holding UHAL

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Prestige Wealth Management Group's UHAL Position: Q2 2026 in Review

Prestige Wealth Management Group held its U-Haul Holding Co (UHAL) position steady in Q2 2026 at 8 shares worth $524. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Prestige Wealth Management Group first reported a position in UHAL in Q3 2019 and has held it in 28 quarters since. The position peaked at $10K in Q4 2021. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Prestige Wealth Management Group held 8 shares of U-Haul Holding Co worth $524 as of Q2 2026.
Prestige Wealth Management Group left its U-Haul Holding Co share count unchanged in Q2 2026.
U-Haul Holding Co made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #1022 holding.
Prestige Wealth Management Group first reported a position in U-Haul Holding Co in Q3 2019 and has held it in 28 quarters since.
Prestige Wealth Management Group's U-Haul Holding Co position peaked at $10K in Q4 2021.
226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.