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 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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

True Wealth Design's UHAL Position: Q2 2026 in Review

True Wealth Design increased its U-Haul Holding Co (UHAL) stake by 31% in Q2 2026, buying an estimated $2.52K and bringing the position to 193 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

True Wealth Design first reported a position in UHAL in Q4 2022 and has held it in 15 quarters since. 21 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

True Wealth Design held 193 shares of U-Haul Holding Co worth $12.6K as of Q2 2026.
True Wealth Design bought 46 U-Haul Holding Co shares in Q2 2026, an estimated $2.52K.
U-Haul Holding Co made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #980 holding.
True Wealth Design first reported a position in U-Haul Holding Co in Q4 2022 and has held it in 15 quarters since.
21 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.