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

Private 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 Q1	$48	Sell	1 -33	-97%	-$1.69K	﹤0.01%	1423
2025 Q4	$1.71K	Buy	34 +33	+3,300%	+$1.76K	﹤0.01%	1133
2025 Q3	$58	Hold	1	–	–	﹤0.01%	1477
2025 Q2	$61	Hold	1	–	–	﹤0.01%	1481
2025 Q1	$66	Hold	1	–	–	﹤0.01%	1468
2024 Q4	$70	Hold	1	–	–	﹤0.01%	1498
2024 Q3	$78	Hold	1	–	–	﹤0.01%	1483
2024 Q2	$62	Hold	1	–	–	﹤0.01%	1492
2024 Q1	$68	Hold	1	–	–	﹤0.01%	1492
2023 Q4	$72	Buy	+1	New	+$57	﹤0.01%	1509

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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 Management Group's UHAL Position: Q1 2026 in Review

Private Wealth Management Group reduced its U-Haul Holding Co (UHAL) stake by 97% in Q1 2026, selling an estimated $1.69K and leaving 1 share worth $48. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Private Wealth Management Group first reported a position in UHAL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.71K in Q4 2025. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

Private Wealth Management Group held 1 share of U-Haul Holding Co worth $48 as of Q1 2026.
Private Wealth Management Group sold 33 U-Haul Holding Co shares in Q1 2026, an estimated $1.69K.
U-Haul Holding Co made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1423 holding.
Private Wealth Management Group first reported a position in U-Haul Holding Co in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's U-Haul Holding Co position peaked at $1.71K in Q4 2025.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.