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 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 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

Carnegie Lake Advisors's UHAL Position: Q1 2026 in Review

Carnegie Lake Advisors held its U-Haul Holding Co (UHAL) position steady in Q1 2026 at 7,545 shares worth $361K. The position accounts for 0.14% of the portfolio, ranked #125.

Carnegie Lake Advisors first reported a position in UHAL in Q3 2024 and has held it in 7 quarters since. The position peaked at $664K in Q3 2024. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

Carnegie Lake Advisors held 7,545 shares of U-Haul Holding Co worth $361K as of Q1 2026.
Carnegie Lake Advisors left its U-Haul Holding Co share count unchanged in Q1 2026.
U-Haul Holding Co made up 0.14% of Carnegie Lake Advisors's portfolio in Q1 2026, its #125 holding.
Carnegie Lake Advisors first reported a position in U-Haul Holding Co in Q3 2024 and has held it in 7 quarters since.
Carnegie Lake Advisors's U-Haul Holding Co position peaked at $664K in Q3 2024.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Carnegie Lake Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.