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

Spire 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 		$1.14K Sell
17
-45
-73% -$2.47K ﹤0.01% 2117
2026
Q1 		$2.98K Sell
62
-428
-87% -$21.9K ﹤0.01% 1958
2025
Q4 		$24.7K Hold
490
– – ﹤0.01% 1407
2025
Q3 		$28K Buy
490
+17
+4% +$1K ﹤0.01% 1412
2025
Q2 		$28.6K Hold
473
– – ﹤0.01% 1393
2025
Q1 		$30.9K Hold
473
– – ﹤0.01% 1457
2024
Q4 		$32.7K Buy
473
+15
+3% +$1.09K ﹤0.01% 1446
2024
Q3 		$35.5K Hold
458
– – ﹤0.01% 1244
2024
Q2 		$28.3K Buy
+458
New +$29.8K ﹤0.01% 1306
2024
Q1 		– Sell
-387
Closed -$25.8K – 2399
2023
Q4 		$25.8K Buy
387
+56
+17% +$3.17K ﹤0.01% 1446
2023
Q3 		$18.1K Buy
331
+134
+68% +$7.78K ﹤0.01% 1546
2023
Q2 		$10.9K Hold
197
– – ﹤0.01% 1781
2023
Q1 		$11.8K Buy
+197
New +$12.4K ﹤0.01% 1789
2022
Q4 		– Sell
-230
Closed -$12K – 2405
2022
Q3 		$12K Hold
230
– – ﹤0.01% 1519
2022
Q2 		$11K Hold
230
– – ﹤0.01% 1897
2022
Q1 		$14K Hold
230
– – ﹤0.01% 1927
2021
Q4 		$17K Hold
230
– – ﹤0.01% 2182
2021
Q3 		$15K Buy
+230
New +$14.4K ﹤0.01% 1975

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

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

Spire Wealth Management reduced its U-Haul Holding Co (UHAL) stake by 73% in Q2 2026, selling an estimated $2.47K and leaving 17 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2117.

Spire Wealth Management first reported a position in UHAL in Q3 2021 and has held it in 18 quarters since. The position peaked at $35.5K in Q3 2024. 21 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Spire Wealth Management held 17 shares of U-Haul Holding Co worth $1.14K as of Q2 2026.
  • Spire Wealth Management sold 45 U-Haul Holding Co shares in Q2 2026, an estimated $2.47K.
  • U-Haul Holding Co made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2117 holding.
  • Spire Wealth Management first reported a position in U-Haul Holding Co in Q3 2021 and has held it in 18 quarters since.
  • Spire Wealth Management's U-Haul Holding Co position peaked at $35.5K in Q3 2024.
  • 21 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.