U-Haul Holding Company
DE ˙ DB ˙ US0235861004
47,60 € ↑1,20 (2,59%)
2026-06-05
DEL PRIS
SecurityDE:AUK / U-Haul Holding Company
InstitutionLodestone Wealth Management LLC
Latest Disclosed Ownership23 shares
Latest Disclosed Value $ 1,099
Lodestone Wealth Management LLC ownership in AUK / U-Haul Holding Company

On May 1, 2026 - Lodestone Wealth Management LLC filed a 13F-HR/A form disclosing ownership of 23 shares of U-Haul Holding Company (DE:AUK) valued at $911 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 23 shares of U-Haul Holding Company. This represents a change in shares of 0.00% during the quarter. The current value of the position is $1,095 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F/A-1 U HAUL HOLDING COMPANY COM Stock 023586100 23 0 0.00 1 0.00 0.0004
2026-05-01 2026-03-31 13F U HAUL HOLDING COMPANY COM Stock 023586100 23 0 0.00 1 0.00 0.0004
2026-01-15 2025-12-31 13F U HAUL HOLDING COMPANY COM Stock 023586100 23 23 1 0.0005
2025-08-12 2025-06-30 13F U HAUL HOLDING COM 023586100 0 -3,525 -100.00 0 -100.00
2025-04-28 2025-03-31 13F U HAUL HOLDING COM 023586100 3,525 -786 -18.23 230 -22.56 0.1226
2025-01-30 2024-12-31 13F U HAUL HOLDING COM 023586100 4,311 -96 -2.18 298 -12.90 0.1494
2024-10-29 2024-09-30 13F U HAUL HOLDING COM 023586100 4,407 233 5.58 341 32.68 0.1709
2024-07-16 2024-06-30 13F U HAUL HOLDING COM 023586100 4,174 -85 -2.00 258 -10.45 0.1358
2024-04-30 2024-03-31 13F U HAUL HOLDING COM 023586100 4,259 881 26.08 288 18.60 0.1509
2024-01-25 2023-12-31 13F U HAUL HOLDING COM 023586100 3,378 -864 -20.37 243 4.76 0.1403
2023-10-20 2023-09-30 13F U HAUL HOLDING COM 023586100 4,242 4,242 231 0.1621
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.