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Private Wealth Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Private Wealth Asset Management’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 		$1.72K Hold
36
– – ﹤0.01% 853
2025
Q4 		$1.81K Hold
36
– – ﹤0.01% 839
2025
Q3 		$2.06K Sell
36
-257
-88% -$15.1K ﹤0.01% 817
2025
Q2 		$17.7K Sell
293
-2
-0.7% -$125 ﹤0.01% 557
2025
Q1 		$19.3K Buy
+295
New +$20.4K ﹤0.01% 524

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

Private Wealth Asset Management's UHAL Position: Q1 2026 in Review

Private Wealth Asset Management held its U-Haul Holding Co (UHAL) position steady in Q1 2026 at 36 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Private Wealth Asset Management first reported a position in UHAL in Q1 2025 and has held it in 5 quarters since. The position peaked at $19.3K in Q1 2025. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Private Wealth Asset Management held 36 shares of U-Haul Holding Co worth $1.72K as of Q1 2026.
  • Private Wealth Asset Management left its U-Haul Holding Co share count unchanged in Q1 2026.
  • U-Haul Holding Co made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #853 holding.
  • Private Wealth Asset Management first reported a position in U-Haul Holding Co in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's U-Haul Holding Co position peaked at $19.3K in Q1 2025.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.