Back to UHAL/B
Legacy Wealth Asset Management, LLC → UHAL/B
Legacy Wealth Asset Management, LLC UHAL/B Position History
U-HAUL HOLDING CO - NON VOTING
Quarters held
5
Latest value
$566K
Q3 2026
Peak value
$615K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $496K |
| Q4 2025 | $467K |
| Q1 2026 | $461K |
| Q2 2026 | $615K |
| Q3 2026 | $566K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $566K | 10.7K | — | — |
| Q2 2026 | $615K | 10.7K | — | — |
| Q1 2026 | $461K | 10.3K | — | — |
| Q4 2025 | $467K | 10.0K | — | — |
| Q3 2025 | $496K | 9.8K | — | — |
Other funds holding UHAL/B
$531.4M
$521.1M
$485.3M
$474.5M
$454.5M
$423.8M
$422.3M