Corient Private Wealth
UHAL icon

Corient Private Wealth’s U-Haul Holding Co UHAL Stock Holding History

Corient Private Wealth’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 		$575K Sell
12,053
-57,587
-83% -$2.95M ﹤0.01% 1955
2025
Q4 		$410K Buy
+69,640
New +$3.71M ﹤0.01% 2429
2025
Q2 		– Sell
-9,988
Closed -$632K – 2537
2025
Q1 		$632K Buy
9,988
+257
+3% +$17.8K ﹤0.01% 1489
2024
Q4 		$649K Sell
9,731
-2,599
-21% -$188K ﹤0.01% 1491
2024
Q3 		$917K Buy
12,330
+4,153
+51% +$284K ﹤0.01% 1440
2024
Q2 		$500K Buy
+8,177
New +$532K ﹤0.01% 1640

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
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

Corient Private Wealth's UHAL Position: Q1 2026 in Review

Corient Private Wealth reduced its U-Haul Holding Co (UHAL) stake by 83% in Q1 2026, selling an estimated $2.95M and leaving 12,053 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #1955.

Corient Private Wealth first reported a position in UHAL in Q2 2024 and has held it in 6 quarters since. The position peaked at $917K in Q3 2024. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Corient Private Wealth held 12,053 shares of U-Haul Holding Co worth $575K as of Q1 2026.
  • Corient Private Wealth sold 57,587 U-Haul Holding Co shares in Q1 2026, an estimated $2.95M.
  • U-Haul Holding Co made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1955 holding.
  • Corient Private Wealth first reported a position in U-Haul Holding Co in Q2 2024 and has held it in 6 quarters since.
  • Corient Private Wealth's U-Haul Holding Co position peaked at $917K in Q3 2024.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.