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Sequoia Financial Advisors’s U-Haul Holding Co UHAL Stock Holding History

Sequoia Financial Advisors’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 		– Sell
-4,917
Closed -$235K – 2251
2026
Q1 		$235K Buy
+4,917
New +$252K ﹤0.01% 1703

Other funds holding UHAL

SI
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GI
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

Sequoia Financial Advisors's UHAL Position: Q2 2026 in Review

Sequoia Financial Advisors sold out of U-Haul Holding Co (UHAL) in Q2 2026, closing a stake of 4,917 shares — an estimated $235K sold.

Sequoia Financial Advisors first reported a position in UHAL in Q1 2026 and held it in 1 quarter. The position peaked at $235K in Q1 2026. 21 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Sequoia Financial Advisors reported no remaining U-Haul Holding Co position as of Q2 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 4,917 U-Haul Holding Co shares in Q2 2026, an estimated $235K.
  • Sequoia Financial Advisors first reported a position in U-Haul Holding Co in Q1 2026 and held it in 1 quarter.
  • Sequoia Financial Advisors's U-Haul Holding Co position peaked at $235K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.