Citadel Advisors’s U-Haul Holding Co Series N UHAL.B Stock Holding History

Citadel Advisors’s Portfolio UHAL.B Stock Details UHAL.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,700	Closed	-$101K	–	15197
2025 Q1	$101K	Sell	1,700 -2,400	-59%	-$150K	﹤0.01%	11457
2024 Q4	$263K	Buy	+4,100	New	+$270K	﹤0.01%	9927
2024 Q3	–	Sell	-10,600	Closed	-$636K	–	15295
2024 Q2	$636K	Sell	10,600 -12,700	-55%	-$799K	﹤0.01%	7550
2024 Q1	$1.55M	Buy	+23,300	New	+$1.5M	﹤0.01%	6027
2023 Q3	–	Sell	-700	Closed	-$35.5K	–	15157
2023 Q2	$35.5K	Sell	700 -5,400	-89%	-$283K	﹤0.01%	12178
2023 Q1	$316K	Buy	6,100 +1,000	+20%	+$56.7K	﹤0.01%	9276
2022 Q4	$280K	Buy	+5,100	New	+$295K	﹤0.01%	9461

Other funds holding UHAL.B

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors's UHAL.B Position: Q1 2026 in Review

Citadel Advisors increased its U-Haul Holding Co Series N (UHAL.B) stake by 74% in Q1 2026, buying an estimated $1.51M and bringing the position to 75,123 shares worth $3.36M. The position accounts for ﹤0.01% of the portfolio, ranked #5041.

Citadel Advisors first reported a position in UHAL.B in Q4 2022 and has held it in 9 quarters since. The position peaked at $6.99M in Q1 2025. 297 funds tracked by Wall St. Rank hold UHAL.B as of Q1 2026.

Citadel Advisors held 75,123 shares of U-Haul Holding Co Series N worth $3.36M as of Q1 2026.
Citadel Advisors bought 31,890 U-Haul Holding Co Series N shares in Q1 2026, an estimated $1.51M.
U-Haul Holding Co Series N made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #5041 holding.
Citadel Advisors first reported a position in U-Haul Holding Co Series N in Q4 2022 and has held it in 9 quarters since.
Citadel Advisors's U-Haul Holding Co Series N position peaked at $6.99M in Q1 2025.
297 funds tracked by Wall St. Rank held U-Haul Holding Co Series N as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.