Sachetta’s U-Haul Holding Co UHAL Stock Holding History

Sachetta’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	Buy	+1	New	+$55	﹤0.01%	1004
2026 Q1	–	Sell	-1	Closed	-$51	–	1121
2025 Q4	$51	Hold	1	–	–	﹤0.01%	1018
2025 Q3	$58	Hold	1	–	–	﹤0.01%	1059
2025 Q2	$61	Hold	1	–	–	﹤0.01%	1082
2025 Q1	$66	Sell	1 -11	-92%	-$762	﹤0.01%	1098
2024 Q4	$830	Sell	12 -11	-48%	-$798	﹤0.01%	1022
2024 Q3	$1.78K	Hold	23	–	–	﹤0.01%	908
2024 Q2	$1.53K	Buy	23 +11	+92%	+$716	﹤0.01%	923
2024 Q1	$862	Hold	12	–	–	﹤0.01%	944
2023 Q4	$862	Buy	+12	New	+$680	﹤0.01%	944

Other funds holding UHAL

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

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

NWAG

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Sachetta's UHAL Position: Q2 2026 in Review

Sachetta opened a new position in U-Haul Holding Co (UHAL) in Q2 2026: 1 share worth $66. The stake represents ﹤0.01% of the portfolio and ranks #1004 among its holdings. This is a return to the name: Sachetta previously reported a position in UHAL as recently as Q4 2025.

Sachetta first reported a position in UHAL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.78K in Q3 2024. 21 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Sachetta held 1 share of U-Haul Holding Co worth $66 as of Q2 2026.
U-Haul Holding Co was a new Sachetta position in Q2 2026.
U-Haul Holding Co made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #1004 holding.
Sachetta first reported a position in U-Haul Holding Co in Q4 2023 and has held it in 10 quarters since.
Sachetta's U-Haul Holding Co position peaked at $1.78K in Q3 2024.
21 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.