CoreCap Advisors, LLC UHAL/B — U HAUL HOLDING COMPANY

Ownership history in CoreCap Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

CoreCap Advisors, LLC reported U HAUL HOLDING COMPANY (UHAL/B) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows UHAL/B at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UHAL/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CoreCap Advisors, LLC's position in U HAUL HOLDING COMPANY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

UHAL/B was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UHAL/B stock page CoreCap Advisors, LLC fund profile CoreCap Advisors, LLC full holdings
How CoreCap Advisors, LLC held UHAL/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 603 — 0% 0.00% $35K 2026-07-06 $48.65
2026 Q1 UNCHANGED — — — 603 — 0% 0.00% $27K 2026-04-07 $45.04
2025 Q4 ADDED — — — 603 +35 +6.2% 0.00% $28K 2026-01-13 $51.67
2025 Q3 UNCHANGED — — — 568 — 0% 0.00% $29K 2025-10-22 $50.50
2025 Q2 UNCHANGED — — — 568 — 0% 0.00% $31K 2025-08-14 $53.36
2025 Q1 UNCHANGED — — — 568 — 0% 0.00% $34K 2025-05-09 $56.82
2024 Q4 UNCHANGED — — — 568 — 0% 0.00% $36K 2025-02-14 $66.09
2024 Q3 INITIATED — — — 568 — — 0.00% $41K 2024-11-08 $66.92

🏢 Other funds also holding UHAL/B

As of 2026 Q2 — sorted by position size

REINHART PARTNERS, LLC. 3Y 7Y 2.57% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 0.16% GAMMA Investing LLC 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.0%

FAQ About CoreCap Advisors, LLC and UHAL/B

These are the practical questions this page is built to answer before you even open the full history table.

How long has CoreCap Advisors, LLC reported owning UHAL/B?

CoreCap Advisors, LLC reported UHAL/B across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported UHAL/B position in CoreCap Advisors, LLC's portfolio?

The largest reported portfolio weight for UHAL/B was 0.00% in 2024 Q3.

What is the latest reported UHAL/B position on this page?

The most recent filing on this page is 2026 Q2, when CoreCap Advisors, LLC reported 603 shares, equal to 0.00% of portfolio, with an estimated market value of $35K.

What does the chart on this UHAL/B ownership page compare?

The chart compares CoreCap Advisors, LLC's quarterly UHAL/B portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to CoreCap Advisors, LLC Holdings