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UHAL icon

Covestor’s U-Haul Holding Co UHAL Stock Holding History

Covestor’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 		$5K Buy
80
+10
+14% +$548 ﹤0.01% 1891
2026
Q1 		$3K Sell
70
-51
-42% -$2.61K ﹤0.01% 1925
2025
Q4 		$6K Buy
121
+5
+4% +$266 ﹤0.01% 1829
2025
Q3 		$7K Hold
116
– – ﹤0.01% 1819
2025
Q2 		$7K Hold
116
– – ﹤0.01% 1721
2025
Q1 		$8K Hold
116
– – 0.01% 1645
2024
Q4 		$8K Sell
116
-513
-82% -$37.2K 0.01% 1654
2024
Q3 		$49K Buy
629
+1
+0.2% +$68 0.03% 889
2024
Q2 		$39K Buy
628
+318
+103% +$20.7K 0.03% 965
2024
Q1 		$21K Sell
310
-292
-49% -$19.3K 0.01% 1208
2023
Q4 		$43K Sell
602
-107
-15% -$6.07K 0.03% 920
2023
Q3 		$39K Buy
709
+38
+6% +$2.21K 0.03% 881
2023
Q2 		$37K Sell
671
-730
-52% -$42.8K 0.03% 905
2023
Q1 		$84K Buy
1,401
+1,310
+1,440% +$82.4K 0.07% 476
2022
Q4 		$6K Sell
91
-2,029
-96% -$117K ﹤0.01% 1540
2022
Q3 		$108K Buy
2,120
+900
+74% +$47.2K 0.1% 315
2022
Q2 		$58K Buy
1,220
+1,010
+481% +$52.2K 0.05% 687
2022
Q1 		$13K Buy
210
+90
+75% +$5.55K 0.01% 1232
2021
Q4 		$9K Buy
+120
New +$8.64K 0.01% 1066

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Covestor's UHAL Position: Q2 2026 in Review

Covestor increased its U-Haul Holding Co (UHAL) stake by 14% in Q2 2026, buying an estimated $548 and bringing the position to 80 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1891.

Covestor first reported a position in UHAL in Q4 2021 and has held it in 19 quarters since. The position peaked at $108K in Q3 2022. 126 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Covestor held 80 shares of U-Haul Holding Co worth $5K as of Q2 2026.
  • Covestor bought 10 U-Haul Holding Co shares in Q2 2026, an estimated $548.
  • U-Haul Holding Co made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1891 holding.
  • Covestor first reported a position in U-Haul Holding Co in Q4 2021 and has held it in 19 quarters since.
  • Covestor's U-Haul Holding Co position peaked at $108K in Q3 2022.
  • 126 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.