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Algert Global’s U-Haul Holding Co UHAL Stock Holding History

Algert Global’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.48M Buy
+53,160
New +$2.92M 0.04% 681
2014
Q2 		– Sell
-16,300
Closed -$378K – 347
2014
Q1 		$378K Sell
16,300
-1,900
-10% -$43.9K 0.15% 205
2013
Q4 		$433K Hold
18,200
– – 0.12% 238
2013
Q3 		$335K Sell
18,200
-3,200
-15% -$55.2K 0.1% 254
2013
Q2 		$346K Buy
+21,400
New +$355K 0.11% 221

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Algert Global's UHAL Position: Q2 2026 in Review

Algert Global opened a new position in U-Haul Holding Co (UHAL) in Q2 2026: 53,160 shares worth $3.48M. The stake represents 0.04% of the portfolio and ranks #681 among its holdings. This is a return to the name: Algert Global previously reported a position in UHAL as recently as Q1 2014.

Algert Global first reported a position in UHAL in Q2 2013 and has held it in 5 quarters since. 227 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Algert Global held 53,160 shares of U-Haul Holding Co worth $3.48M as of Q2 2026.
  • U-Haul Holding Co was a new Algert Global position in Q2 2026.
  • U-Haul Holding Co made up 0.04% of Algert Global's portfolio in Q2 2026, its #681 holding.
  • Algert Global first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 5 quarters since.
  • 227 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.