Wealth Enhancement Advisory Services
UHAL icon

Wealth Enhancement Advisory Services’s U-Haul Holding Co UHAL Stock Holding History

Wealth Enhancement Advisory Services’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 		$964K Buy
16,677
+13,362
+403% +$915K ﹤0.01% 2206
2026
Q2 		$223K Buy
+3,315
New +$182K ﹤0.01% 3485

Other funds holding UHAL

BEAM
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's UHAL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its U-Haul Holding Co (UHAL) stake by 403% in Q3 2026, buying an estimated $915K and bringing the position to 16,677 shares worth $964K. The position accounts for ﹤0.01% of the portfolio, ranked #2206.

Wealth Enhancement Advisory Services first reported a position in UHAL in Q2 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold UHAL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 16,677 shares of U-Haul Holding Co worth $964K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 13,362 U-Haul Holding Co shares in Q3 2026, an estimated $915K.
  • U-Haul Holding Co made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2206 holding.
  • Wealth Enhancement Advisory Services first reported a position in U-Haul Holding Co in Q2 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.