ArrowMark Colorado Holdings’s U-Haul Holding Co UHAL Stock Holding History

ArrowMark Colorado Holdings’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	$8.78M	Sell	183,800 -34,000	-16%	-$1.74M	0.23%	132
2025 Q4	$11M	Buy	217,800 +60,000	+38%	+$3.19M	0.24%	124
2025 Q3	$9.01M	Buy	157,800 +82,000	+108%	+$4.83M	0.17%	145
2025 Q2	$4.59M	Hold	75,800	–	–	0.08%	191
2025 Q1	$4.95M	Hold	75,800	–	–	0.08%	177
2024 Q4	$5.24M	Hold	75,800	–	–	0.07%	189
2024 Q3	$5.87M	Sell	75,800 -45,000	-37%	-$3.08M	0.08%	176
2024 Q2	$7.46M	Buy	120,800 +75,000	+164%	+$4.88M	0.09%	171
2024 Q1	$3.09M	Buy	45,800 +13,800	+43%	+$912K	0.03%	231
2023 Q4	$2.3M	Sell	32,000 -19,000	-37%	-$1.08M	0.03%	234
2023 Q3	$2.78M	Buy	51,000 +28,000	+122%	+$1.63M	0.03%	218
2023 Q2	$1.27M	Hold	23,000	–	–	0.01%	242
2023 Q1	$1.37M	Hold	23,000	–	–	0.02%	240
2022 Q4	$1.38M	Sell	23,000 -207,000	-90%	-$11.9M	0.02%	241
2022 Q3	$11.7M	Hold	230,000	–	–	0.14%	131
2022 Q2	$11M	Hold	230,000	–	–	0.13%	148
2022 Q1	$13.7M	Hold	230,000	–	–	0.12%	154
2021 Q4	$16.7M	Hold	230,000	–	–	0.13%	136
2021 Q3	$14.9M	Hold	230,000	–	–	0.12%	150
2021 Q2	$13.6M	Sell	230,000 -40,000	-15%	-$2.34M	0.1%	166
2021 Q1	$16.5M	Hold	270,000	–	–	0.12%	139
2020 Q4	$12.3M	Hold	270,000	–	–	0.1%	156
2020 Q3	$9.61M	Hold	270,000	–	–	0.09%	154
2020 Q2	$8.16M	Buy	270,000 +210,000	+350%	+$6.15M	0.08%	161
2020 Q1	$1.74M	Buy	+60,000	New	+$2.03M	0.02%	223

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

ArrowMark Colorado Holdings's UHAL Position: Q1 2026 in Review

ArrowMark Colorado Holdings reduced its U-Haul Holding Co (UHAL) stake by 16% in Q1 2026, selling an estimated $1.74M and leaving 183,800 shares worth $8.78M. The position accounts for 0.23% of the portfolio, ranked #132.

ArrowMark Colorado Holdings first reported a position in UHAL in Q1 2020 and has held it in 25 quarters since. The position peaked at $16.7M in Q4 2021. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

ArrowMark Colorado Holdings held 183,800 shares of U-Haul Holding Co worth $8.78M as of Q1 2026.
ArrowMark Colorado Holdings sold 34,000 U-Haul Holding Co shares in Q1 2026, an estimated $1.74M.
U-Haul Holding Co made up 0.23% of ArrowMark Colorado Holdings's portfolio in Q1 2026, its #132 holding.
ArrowMark Colorado Holdings first reported a position in U-Haul Holding Co in Q1 2020 and has held it in 25 quarters since.
ArrowMark Colorado Holdings's U-Haul Holding Co position peaked at $16.7M in Q4 2021.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on ArrowMark Colorado Holdings's 13F filing for Q1 2026, filed 15 May 2026.