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Carnegie Lake Advisors’s U-Haul Holding Co UHAL Stock Holding History

Carnegie Lake Advisors’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
Q2 		$486K Sell
7,420
-125
-2% -$6.86K 0.18% 107
2026
Q1 		$361K Hold
7,545
– – 0.14% 125
2025
Q4 		$380K Sell
7,545
-25
-0.3% -$1.33K 0.14% 121
2025
Q3 		$432K Sell
7,570
-250
-3% -$14.7K 0.17% 114
2025
Q2 		$474K Sell
7,820
-200
-2% -$12.5K 0.19% 110
2025
Q1 		$524K Hold
8,020
– – 0.21% 102
2024
Q4 		$554K Sell
8,020
-550
-6% -$39.9K 0.22% 96
2024
Q3 		$664K Buy
+8,570
New +$586K 0.26% 88

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Carnegie Lake Advisors's UHAL Position: Q2 2026 in Review

Carnegie Lake Advisors reduced its U-Haul Holding Co (UHAL) stake by 1.7% in Q2 2026, selling an estimated $6.86K and leaving 7,420 shares worth $486K. The position accounts for 0.18% of the portfolio, ranked #107.

Carnegie Lake Advisors first reported a position in UHAL in Q3 2024 and has held it in 8 quarters since. The position peaked at $664K in Q3 2024. 227 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Carnegie Lake Advisors held 7,420 shares of U-Haul Holding Co worth $486K as of Q2 2026.
  • Carnegie Lake Advisors sold 125 U-Haul Holding Co shares in Q2 2026, an estimated $6.86K.
  • U-Haul Holding Co made up 0.18% of Carnegie Lake Advisors's portfolio in Q2 2026, its #107 holding.
  • Carnegie Lake Advisors first reported a position in U-Haul Holding Co in Q3 2024 and has held it in 8 quarters since.
  • Carnegie Lake Advisors's U-Haul Holding Co position peaked at $664K in Q3 2024.
  • 227 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.