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Capital Advisors Ltd’s U-Haul Holding Co UHAL Stock Holding History

Capital Advisors Ltd’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
-1
Closed – – 1605
2025
Q4 		$0 Hold
1
– – ﹤0.01% 1580
2025
Q3 		$0 Hold
1
– – ﹤0.01% 1559
2025
Q2 		$0 Hold
1
– – ﹤0.01% 1635
2025
Q1 		$0 Hold
1
– – ﹤0.01% 1588
2024
Q4 		$0 Hold
1
– – ﹤0.01% 1585
2024
Q3 		$0 Hold
1
– – ﹤0.01% 1617
2024
Q2 		$0 Hold
1
– – ﹤0.01% 1648
2024
Q1 		$0 Hold
1
– – ﹤0.01% 1556
2023
Q4 		$0 Hold
1
– – ﹤0.01% 1496
2023
Q3 		$0 Hold
1
– – ﹤0.01% 1484
2023
Q2 		$0 Sell
1
-2
-67% -$117 ﹤0.01% 1545
2023
Q1 		$0 Sell
3
-8
-73% -$503 ﹤0.01% 1562
2022
Q4 		$1K Sell
11
-19
-63% -$1.09K ﹤0.01% 1109
2022
Q3 		$2K Buy
30
+20
+200% +$1.05K ﹤0.01% 914
2022
Q2 		$0 Buy
+10
New +$517 ﹤0.01% 1332

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

Capital Advisors Ltd's UHAL Position: Q1 2026 in Review

Capital Advisors Ltd sold out of U-Haul Holding Co (UHAL) in Q1 2026, closing a stake of 1 share.

Capital Advisors Ltd first reported a position in UHAL in Q2 2022 and held it in 15 quarters. The position peaked at $2K in Q3 2022. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Capital Advisors Ltd reported no remaining U-Haul Holding Co position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 1 U-Haul Holding Co share in Q1 2026.
  • Capital Advisors Ltd first reported a position in U-Haul Holding Co in Q2 2022 and held it in 15 quarters.
  • Capital Advisors Ltd's U-Haul Holding Co position peaked at $2K in Q3 2022.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Capital Advisors Ltd's 13F filing for Q1 2026, filed 16 Apr 2026.