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

Transamerica 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 		$5.69K Buy
87
+11
+14% +$603 ﹤0.01% 1094
2026
Q1 		$3.63K Buy
76
+62
+443% +$3.18K ﹤0.01% 1101
2025
Q4 		$706 Buy
14
+12
+600% +$638 ﹤0.01% 1295
2025
Q3 		$114 Buy
+2
New +$118 ﹤0.01% 1508

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

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

Transamerica Financial Advisors increased its U-Haul Holding Co (UHAL) stake by 14% in Q2 2026, buying an estimated $603 and bringing the position to 87 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Transamerica Financial Advisors first reported a position in UHAL in Q3 2025 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Transamerica Financial Advisors held 87 shares of U-Haul Holding Co worth $5.69K as of Q2 2026.
  • Transamerica Financial Advisors bought 11 U-Haul Holding Co shares in Q2 2026, an estimated $603.
  • U-Haul Holding Co made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1094 holding.
  • Transamerica Financial Advisors first reported a position in U-Haul Holding Co in Q3 2025 and has held it in 4 quarters since.
  • 226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

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