TD Private Client Wealth’s U-Haul Holding Co UHAL Stock Holding History

TD Private Client Wealth’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 Q3	$602	Buy	+10	New	+$685	﹤0.01%	1624
2021 Q1	–	Sell	-10	Closed	-$454	–	1210
2020 Q4	$454	Hold	10	–	–	﹤0.01%	1091
2020 Q3	$356	Hold	10	–	–	﹤0.01%	1065
2020 Q2	$302	Hold	10	–	–	﹤0.01%	1072
2020 Q1	$291	Hold	10	–	–	﹤0.01%	1011
2019 Q4	$376	Buy	+10	New	+$380	﹤0.01%	1023

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

TD Private Client Wealth's UHAL Position: Q3 2026 in Review

TD Private Client Wealth opened a new position in U-Haul Holding Co (UHAL) in Q3 2026: 10 shares worth $602. The stake represents ﹤0.01% of the portfolio and ranks #1624 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in UHAL as recently as Q4 2020.

TD Private Client Wealth first reported a position in UHAL in Q4 2019 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold UHAL as of Q3 2026.

TD Private Client Wealth held 10 shares of U-Haul Holding Co worth $602 as of Q3 2026.
U-Haul Holding Co was a new TD Private Client Wealth position in Q3 2026.
U-Haul Holding Co made up ﹤0.01% of TD Private Client Wealth's portfolio in Q3 2026, its #1624 holding.
TD Private Client Wealth first reported a position in U-Haul Holding Co in Q4 2019 and has held it in 6 quarters since.
107 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2026.

Based on TD Private Client Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.