Caprock Group’s U-Haul Holding Co UHAL Stock Holding History

Caprock Group’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	-8,290	Closed	-$418K	–	1298
2025 Q4	$418K	Buy	+8,290	New	+$441K	0.01%	878

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

Caprock Group's UHAL Position: Q1 2026 in Review

Caprock Group sold out of U-Haul Holding Co (UHAL) in Q1 2026, closing a stake of 8,290 shares — an estimated $418K sold.

Caprock Group first reported a position in UHAL in Q4 2025 and held it in 1 quarter. The position peaked at $418K in Q4 2025. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

Caprock Group reported no remaining U-Haul Holding Co position as of Q1 2026 after selling out during the quarter.
Caprock Group sold 8,290 U-Haul Holding Co shares in Q1 2026, an estimated $418K.
Caprock Group first reported a position in U-Haul Holding Co in Q4 2025 and held it in 1 quarter.
Caprock Group's U-Haul Holding Co position peaked at $418K in Q4 2025.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.