Citadel Advisors’s U-Haul Holding Co UHAL Stock Holding History

Citadel 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	$616K	Buy	+12,900	New	+$661K	﹤0.01%	8784
2025 Q4	–	Sell	-14,200	Closed	-$810K	–	14122
2025 Q3	$810K	Buy	+14,200	New	+$837K	﹤0.01%	7999
2025 Q2	–	Sell	-6,900	Closed	-$451K	–	15196
2025 Q1	$451K	Buy	6,900 +6,200	+886%	+$430K	﹤0.01%	8700
2024 Q4	$48.4K	Sell	700 -1,100	-61%	-$79.8K	﹤0.01%	12429
2024 Q3	$139K	Sell	1,800 -4,000	-69%	-$273K	﹤0.01%	10662
2024 Q2	$358K	Sell	5,800 -13,500	-70%	-$879K	﹤0.01%	8771
2024 Q1	$1.3M	Buy	19,300 +16,100	+503%	+$1.06M	﹤0.01%	6387
2023 Q4	$230K	Sell	3,200 -4,600	-59%	-$261K	﹤0.01%	9675
2023 Q3	$426K	Sell	7,800 -900	-10%	-$52.3K	﹤0.01%	8417
2023 Q2	$481K	Sell	8,700 -3,700	-30%	-$217K	﹤0.01%	8024
2023 Q1	$740K	Sell	12,400 -19,300	-61%	-$1.21M	﹤0.01%	7444
2022 Q4	$1.91M	Buy	+31,700	New	+$1.82M	﹤0.01%	5575
2022 Q3	–	Sell	-11,000	Closed	-$526K	–	13644
2022 Q2	$526K	Sell	11,000 -36,000	-77%	-$1.86M	﹤0.01%	8533
2022 Q1	$2.81M	Sell	47,000 -50,000	-52%	-$3.08M	﹤0.01%	5342
2021 Q4	$7.04M	Sell	97,000 -35,000	-27%	-$2.52M	﹤0.01%	3710
2021 Q3	$8.53M	Buy	132,000 +125,000	+1,786%	+$7.84M	﹤0.01%	3359
2021 Q2	$413K	Buy	+7,000	New	+$410K	﹤0.01%	10492

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

Citadel Advisors's UHAL Position: Q1 2026 in Review

Citadel Advisors increased its U-Haul Holding Co (UHAL) stake by 520% in Q1 2026, buying an estimated $2.91M and bringing the position to 67,746 shares worth $3.24M. The position accounts for ﹤0.01% of the portfolio, ranked #5110.

Citadel Advisors first reported a position in UHAL in Q4 2013 and has held it in 41 quarters since. The position peaked at $8.72M in Q1 2022. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

Citadel Advisors held 67,746 shares of U-Haul Holding Co worth $3.24M as of Q1 2026.
Citadel Advisors bought 56,813 U-Haul Holding Co shares in Q1 2026, an estimated $2.91M.
U-Haul Holding Co made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #5110 holding.
Citadel Advisors first reported a position in U-Haul Holding Co in Q4 2013 and has held it in 41 quarters since.
Citadel Advisors's U-Haul Holding Co position peaked at $8.72M in Q1 2022.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

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