Arax Advisory Partners’s U-Haul Holding Co UHAL Stock Holding History

Arax Advisory Partners’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	$16K	Sell	334 -325	-49%	-$16.7K	﹤0.01%	2212
2025 Q4	$33.2K	Sell	659 -9,372	-93%	-$499K	﹤0.01%	1840
2025 Q3	$572K	Buy	10,031 +9,694	+2,877%	+$571K	0.01%	858
2025 Q2	$20.4K	Sell	337 -28	-8%	-$1.75K	﹤0.01%	1651
2025 Q1	$23.9K	Buy	365 +187	+105%	+$13K	﹤0.01%	1229
2024 Q4	$12.3K	Buy	178 +75	+73%	+$5.44K	﹤0.01%	1413
2024 Q3	$7.98K	Hold	103	–	–	﹤0.01%	1510
2024 Q2	$6.36K	Buy	+103	New	+$6.7K	﹤0.01%	1485
2023 Q2	–	Sell	-8	Closed	-$478	–	1331
2023 Q1	$478	Buy	8 +7	+700%	+$440	﹤0.01%	1196
2022 Q4	$60	Sell	1 -9	-90%	-$518	﹤0.01%	1260
2022 Q3	$1K	Buy	+10	New	+$524	﹤0.01%	1166
2022 Q2	–	Sell	-50	Closed	-$3K	–	1243
2022 Q1	$3K	Buy	+50	New	+$3.08K	﹤0.01%	905

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

Arax Advisory Partners's UHAL Position: Q1 2026 in Review

Arax Advisory Partners reduced its U-Haul Holding Co (UHAL) stake by 49% in Q1 2026, selling an estimated $16.7K and leaving 334 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #2212.

Arax Advisory Partners first reported a position in UHAL in Q1 2022 and has held it in 12 quarters since. The position peaked at $572K in Q3 2025. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

Arax Advisory Partners held 334 shares of U-Haul Holding Co worth $16K as of Q1 2026.
Arax Advisory Partners sold 325 U-Haul Holding Co shares in Q1 2026, an estimated $16.7K.
U-Haul Holding Co made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2212 holding.
Arax Advisory Partners first reported a position in U-Haul Holding Co in Q1 2022 and has held it in 12 quarters since.
Arax Advisory Partners's U-Haul Holding Co position peaked at $572K in Q3 2025.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.