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 Q2	$66	Hold	1	–	–	﹤0.01%	1449
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 $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

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

Private Wealth Management Group held its U-Haul Holding Co (UHAL) position steady in Q2 2026 at 1 share worth $66. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Private Wealth Management Group first reported a position in UHAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.71K in Q4 2025. 227 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Private Wealth Management Group held 1 share of U-Haul Holding Co worth $66 as of Q2 2026.
Private Wealth Management Group left its U-Haul Holding Co share count unchanged in Q2 2026.
U-Haul Holding Co made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1449 holding.
Private Wealth Management Group first reported a position in U-Haul Holding Co in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's U-Haul Holding Co position peaked at $1.71K in Q4 2025.
227 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.