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RAFFA WEALTH MANAGEMENT, LLC’s U-Haul Holding Co Series N UHAL.B Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio UHAL.B Stock Details UHAL.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$173 Sell
3
-1
-25% -$50 ﹤0.01% 1284
2026
Q1 		$179 Buy
+4
New +$189 ﹤0.01% 1197

Other funds holding UHAL.B

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
DIS
Diversified Investment Strategies Baton Rouge, Louisiana $155M AUM 21.54% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 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
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC reduced its U-Haul Holding Co Series N (UHAL.B) stake by 25% in Q2 2026, selling an estimated $50 and leaving 3 shares worth $173. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in UHAL.B in Q1 2026 and has held it in 2 quarters since. The position peaked at $179 in Q1 2026. 86 funds tracked by Wall St. Rank hold UHAL.B as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 3 shares of U-Haul Holding Co Series N worth $173 as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 1 U-Haul Holding Co Series N share in Q2 2026, an estimated $50.
  • U-Haul Holding Co Series N made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1284 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in U-Haul Holding Co Series N in Q1 2026 and has held it in 2 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's U-Haul Holding Co Series N position peaked at $179 in Q1 2026.
  • 86 funds tracked by Wall St. Rank held U-Haul Holding Co Series N as of Q2 2026.

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