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Camelot Portfolios’s U-Haul Holding Co UHAL Stock Holding History

Camelot Portfolios’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
-100
Closed -$5.04K – 514
2025
Q4 		$5.04K Buy
+100
New +$5.32K ﹤0.01% 479
2024
Q3 		– Sell
-100
Closed -$6.17K – 532
2024
Q2 		$6.17K Buy
+100
New +$6.51K ﹤0.01% 453
2021
Q2 		– Sell
-9,620
Closed -$589K – 263
2021
Q1 		$589K Sell
9,620
-870
-8% -$46.3K 0.24% 121
2020
Q4 		$476K Sell
10,490
-340
-3% -$13.5K 0.25% 110
2020
Q3 		$385K Buy
10,830
+2,800
+35% +$95.4K 0.24% 107
2020
Q2 		$243K Buy
+8,030
New +$235K 0.16% 163
2020
Q1 		– Sell
-5,850
Closed -$220K – 247
2019
Q4 		$220K Buy
5,850
+170
+3% +$6.45K 0.09% 204
2019
Q3 		$221K Sell
5,680
-5,730
-50% -$212K 0.1% 194
2019
Q2 		$432K Sell
11,410
-1,220
-10% -$46.5K 0.18% 140
2019
Q1 		$469K Sell
12,630
-200
-2% -$7.27K 0.2% 138
2018
Q4 		$421K Buy
12,830
+510
+4% +$17.2K 0.2% 130
2018
Q3 		$439K Sell
12,320
-4,070
-25% -$150K 0.2% 120
2018
Q2 		$584K Buy
+16,390
New +$570K 0.25% 104

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
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

Camelot Portfolios's UHAL Position: Q1 2026 in Review

Camelot Portfolios sold out of U-Haul Holding Co (UHAL) in Q1 2026, closing a stake of 100 shares — an estimated $5.04K sold.

Camelot Portfolios first reported a position in UHAL in Q2 2018 and held it in 13 quarters. The position peaked at $589K in Q1 2021. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Camelot Portfolios reported no remaining U-Haul Holding Co position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 100 U-Haul Holding Co shares in Q1 2026, an estimated $5.04K.
  • Camelot Portfolios first reported a position in U-Haul Holding Co in Q2 2018 and held it in 13 quarters.
  • Camelot Portfolios's U-Haul Holding Co position peaked at $589K in Q1 2021.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.