AlphaQuest’s U-Haul Holding Co UHAL Stock Holding History

AlphaQuest’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 Q1	–	Sell	-6,367	Closed	-$321K	–	1969
2025 Q4	$321K	Sell	6,367 -6,596	-51%	-$351K	0.02%	1158
2025 Q3	$740K	Buy	+12,963	New	+$764K	0.05%	570
2025 Q2	–	Sell	-8,818	Closed	-$576K	–	2166
2025 Q1	$576K	Buy	+8,818	New	+$611K	0.06%	478
2024 Q4	–	Sell	-15	Closed	-$1.16K	–	2027
2024 Q3	$1.16K	Buy	+15	New	+$1.03K	﹤0.01%	1608
2024 Q2	–	Sell	-19	Closed	-$1.28K	–	1909
2024 Q1	$1.28K	Buy	+19	New	+$1.26K	﹤0.01%	1254

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

AlphaQuest's UHAL Position: Q1 2026 in Review

AlphaQuest sold out of U-Haul Holding Co (UHAL) in Q1 2026, closing a stake of 6,367 shares — an estimated $321K sold.

AlphaQuest first reported a position in UHAL in Q1 2024 and held it in 5 quarters. The position peaked at $740K in Q3 2025. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

AlphaQuest reported no remaining U-Haul Holding Co position as of Q1 2026 after selling out during the quarter.
AlphaQuest sold 6,367 U-Haul Holding Co shares in Q1 2026, an estimated $321K.
AlphaQuest first reported a position in U-Haul Holding Co in Q1 2024 and held it in 5 quarters.
AlphaQuest's U-Haul Holding Co position peaked at $740K in Q3 2025.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.