True Wealth Design
UHAL icon

True Wealth Design’s U-Haul Holding Co UHAL Stock Holding History

True Wealth Design’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 		$14.1K Buy
235
+42
+22% +$2.88K ﹤0.01% 942
2026
Q2 		$12.6K Buy
193
+46
+31% +$2.52K ﹤0.01% 980
2026
Q1 		$7.02K Buy
147
+26
+21% +$1.33K ﹤0.01% 1092
2025
Q4 		$6.1K Buy
121
+23
+23% +$1.22K ﹤0.01% 1013
2025
Q3 		$5.59K Buy
98
+92
+1,533% +$5.42K ﹤0.01% 1041
2025
Q2 		$364 Sell
6
-12
-67% -$751 ﹤0.01% 1864
2025
Q1 		$1.18K Buy
18
+15
+500% +$1.04K ﹤0.01% 1210
2024
Q4 		$208 Hold
3
– – ﹤0.01% 1221
2024
Q3 		$233 Hold
3
– – ﹤0.01% 1186
2024
Q2 		$186 Buy
3
+1
+50% +$65 ﹤0.01% 751
2024
Q1 		$136 Buy
2
+1
+100% +$66 ﹤0.01% 758
2023
Q4 		$72 Hold
1
– – ﹤0.01% 752
2023
Q3 		$55 Hold
1
– – ﹤0.01% 744
2023
Q2 		$56 Hold
1
– – ﹤0.01% 750
2023
Q1 		$60 Hold
1
– – ﹤0.01% 829
2022
Q4 		$60 Buy
+1
New +$58 ﹤0.01% 767

Other funds holding UHAL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Net Worth Advisory Group
Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's UHAL Position: Q3 2026 in Review

True Wealth Design increased its U-Haul Holding Co (UHAL) stake by 22% in Q3 2026, buying an estimated $2.88K and bringing the position to 235 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

True Wealth Design first reported a position in UHAL in Q4 2022 and has held it in 16 quarters since. 33 funds tracked by Wall St. Rank hold UHAL as of Q3 2026.

  • True Wealth Design held 235 shares of U-Haul Holding Co worth $14.1K as of Q3 2026.
  • True Wealth Design bought 42 U-Haul Holding Co shares in Q3 2026, an estimated $2.88K.
  • U-Haul Holding Co made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #942 holding.
  • True Wealth Design first reported a position in U-Haul Holding Co in Q4 2022 and has held it in 16 quarters since.
  • 33 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.