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RAFFA WEALTH MANAGEMENT, LLC’s U-Haul Holding Co UHAL Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		– Sell
-1
Closed -$48 – 1680
2026
Q1 		$48 Buy
+1
New +$51 ﹤0.01% 1397

Other funds holding UHAL

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DIS
Diversified Investment Strategies Baton Rouge, Louisiana $155M AUM 21.54% 1-Year Est. Return
CLA
Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 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
OL
Optas LLC Austin, Texas $714M AUM 38.25% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's UHAL Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of U-Haul Holding Co (UHAL) in Q2 2026, closing a stake of 1 share — an estimated $48 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in UHAL in Q1 2026 and held it in 1 quarter. The position peaked at $48 in Q1 2026. 47 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining U-Haul Holding Co position as of Q2 2026 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 1 U-Haul Holding Co share in Q2 2026, an estimated $48.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in U-Haul Holding Co in Q1 2026 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's U-Haul Holding Co position peaked at $48 in Q1 2026.
  • 47 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.