Back to UHAL/B
Lodestone Wealth Management LLC → UHAL/B
Lodestone Wealth Management LLC UHAL/B Position History
U-HAUL HOLDING CO - NON VOTING
Quarters held
17
Latest value
$962K
Q3 2026
Peak value
$1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $22K |
| Q3 2025 | $771K |
| Q4 2025 | $1K |
| Q4 2025 | $30K |
| Q4 2025 | $832K |
| Q1 2026 | $1K |
| Q1 2026 | $28K |
| Q1 2026 | $802K |
| Q1 2026 | $1K |
| Q1 2026 | $28K |
| Q1 2026 | $802K |
| Q2 2026 | $131 |
| Q2 2026 | $1K |
| Q2 2026 | $1M |
| Q3 2026 | $120 |
| Q3 2026 | $961 |
| Q3 2026 | $962K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $962K | 18.2K | — | — |
| Q3 2026 | $961 | 18 | — | — |
| Q3 2026 | $120 | 2 | — | — |
| Q2 2026 | $1M | 18.2K | — | — |
| Q2 2026 | $1K | 18 | — | — |
| Q2 2026 | $131 | 2 | — | — |
| Q1 2026 | $802K | 18.0K | — | — |
| Q1 2026 | $28K | 635 | — | — |
| Q1 2026 | $1K | 23 | — | — |
| Q1 2026 | $802K | 18.0K | — | — |
| Q1 2026 | $28K | 635 | — | — |
| Q1 2026 | $1K | 23 | — | — |
| Q4 2025 | $832K | 17.8K | — | — |
| Q4 2025 | $30K | 635 | — | — |
| Q4 2025 | $1K | 23 | — | — |
| Q3 2025 | $771K | 15.1K | — | — |
| Q3 2025 | $22K | 441 | — | — |
Other funds holding UHAL/B
$531.4M
$521.1M
$485.3M
$474.5M
$454.5M
$423.8M
$422.3M