Colonial Trust’s U-Haul Holding Co UHAL Stock Holding History

Colonial Trust’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	$68.1K	Hold	1,040	–	–	0.01%	460
2026 Q1	$49.7K	Hold	1,040	–	–	0.01%	532
2025 Q4	$52.4K	Hold	1,040	–	–	0.01%	537
2025 Q3	$59.4K	Hold	1,040	–	–	0.01%	519
2025 Q2	$63K	Hold	1,040	–	–	0.01%	506
2025 Q1	$68K	Sell	1,040 -9	-0.9%	-$624	0.01%	484
2024 Q4	$72.5K	Buy	1,049 +9	+0.9%	+$653	0.01%	500
2024 Q3	$80.6K	Hold	1,040	–	–	0.01%	483
2024 Q2	$64.2K	Hold	1,040	–	–	0.01%	481
2024 Q1	$70.2K	Sell	1,040 -1,000	-49%	-$66.1K	0.01%	469
2023 Q4	$146K	Sell	2,040 -100	-5%	-$5.67K	0.03%	323
2023 Q3	$117K	Buy	2,140 +2,100	+5,250%	+$122K	0.03%	312
2023 Q2	$2.21K	Hold	40	–	–	﹤0.01%	880
2023 Q1	$2.39K	Hold	40	–	–	﹤0.01%	835
2022 Q4	$2.41K	Buy	+40	New	+$2.3K	﹤0.01%	846

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Colonial Trust's UHAL Position: Q2 2026 in Review

Colonial Trust held its U-Haul Holding Co (UHAL) position steady in Q2 2026 at 1,040 shares worth $68.1K. The position accounts for 0.01% of the portfolio, ranked #460.

Colonial Trust first reported a position in UHAL in Q4 2022 and has held it in 15 quarters since. The position peaked at $146K in Q4 2023. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Colonial Trust held 1,040 shares of U-Haul Holding Co worth $68.1K as of Q2 2026.
Colonial Trust left its U-Haul Holding Co share count unchanged in Q2 2026.
U-Haul Holding Co made up 0.01% of Colonial Trust's portfolio in Q2 2026, its #460 holding.
Colonial Trust first reported a position in U-Haul Holding Co in Q4 2022 and has held it in 15 quarters since.
Colonial Trust's U-Haul Holding Co position peaked at $146K in Q4 2023.
226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.