Planning Strategies Inc.’s U-Haul Holding Co Series N UHAL.B Stock Holding History

Planning Strategies Inc.’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	$1.44K	Buy	+25	New	+$1.25K	﹤0.01%	668

Other funds holding UHAL.B

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

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

Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Planning Strategies Inc.'s UHAL.B Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in U-Haul Holding Co Series N (UHAL.B) in Q2 2026: 25 shares worth $1.44K. The stake represents ﹤0.01% of the portfolio and ranks #668 among its holdings.

86 funds tracked by Wall St. Rank hold UHAL.B as of Q2 2026.

Planning Strategies Inc. held 25 shares of U-Haul Holding Co Series N worth $1.44K as of Q2 2026.
U-Haul Holding Co Series N was a new Planning Strategies Inc. position in Q2 2026.
U-Haul Holding Co Series N made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #668 holding.
86 funds tracked by Wall St. Rank held U-Haul Holding Co Series N as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.