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

Rialto Wealth 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
Q2 		$131 Buy
+2
New +$110 ﹤0.01% 1885
2025
Q4 		– Sell
-1
Closed -$58 – 1806
2025
Q3 		$58 Hold
1
– – ﹤0.01% 1673
2025
Q2 		$61 Buy
+1
New +$63 ﹤0.01% 1608

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Rialto Wealth Management's UHAL Position: Q2 2026 in Review

Rialto Wealth Management opened a new position in U-Haul Holding Co (UHAL) in Q2 2026: 2 shares worth $131. The stake represents ﹤0.01% of the portfolio and ranks #1885 among its holdings. This is a return to the name: Rialto Wealth Management previously reported a position in UHAL as recently as Q3 2025.

Rialto Wealth Management first reported a position in UHAL in Q2 2025 and has held it in 3 quarters since. 227 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Rialto Wealth Management held 2 shares of U-Haul Holding Co worth $131 as of Q2 2026.
  • U-Haul Holding Co was a new Rialto Wealth Management position in Q2 2026.
  • U-Haul Holding Co made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1885 holding.
  • Rialto Wealth Management first reported a position in U-Haul Holding Co in Q2 2025 and has held it in 3 quarters since.
  • 227 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.