CVA Family Office’s U-Haul Holding Co UHAL Stock Holding History

CVA Family Office’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	$6.07K	Buy	127 +27	+27%	+$1.38K	﹤0.01%	1163
2025 Q4	$5.04K	Hold	100	–	–	﹤0.01%	882
2025 Q3	$5.71K	Hold	100	–	–	﹤0.01%	876
2025 Q2	$6.06K	Hold	100	–	–	﹤0.01%	866
2025 Q1	$6.54K	Hold	100	–	–	﹤0.01%	862
2024 Q4	$6.91K	Hold	100	–	–	﹤0.01%	842
2024 Q3	$7.75K	Hold	100	–	–	﹤0.01%	798
2024 Q2	$6.17K	Hold	100	–	–	﹤0.01%	806
2024 Q1	$6.75K	Hold	100	–	–	﹤0.01%	806
2023 Q4	$7.18K	Buy	+100	New	+$5.67K	﹤0.01%	768
2023 Q3	–	Sell	-100	Closed	-$5.53K	–	900
2023 Q2	$5.53K	Hold	100	–	–	﹤0.01%	793
2023 Q1	$5.96K	Hold	100	–	–	﹤0.01%	755
2022 Q4	$6.02K	Sell	100 -900	-90%	-$51.8K	﹤0.01%	720
2022 Q3	$51K	Hold	1,000	–	–	0.01%	360
2022 Q2	$48K	Hold	1,000	–	–	0.01%	382
2022 Q1	$60K	Hold	1,000	–	–	0.01%	365
2021 Q4	$73K	Buy	+1,000	New	+$72K	0.02%	296
2021 Q3	–	Sell	-1,000	Closed	-$59K	–	854
2021 Q2	$59K	Hold	1,000	–	–	0.02%	340
2021 Q1	$61K	Hold	1,000	–	–	0.02%	250
2020 Q4	$45K	Buy	+1,000	New	+$39.8K	0.03%	205

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

CVA Family Office's UHAL Position: Q1 2026 in Review

CVA Family Office increased its U-Haul Holding Co (UHAL) stake by 27% in Q1 2026, buying an estimated $1.38K and bringing the position to 127 shares worth $6.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

CVA Family Office first reported a position in UHAL in Q4 2020 and has held it in 20 quarters since. The position peaked at $73K in Q4 2021. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

CVA Family Office held 127 shares of U-Haul Holding Co worth $6.07K as of Q1 2026.
CVA Family Office bought 27 U-Haul Holding Co shares in Q1 2026, an estimated $1.38K.
U-Haul Holding Co made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1163 holding.
CVA Family Office first reported a position in U-Haul Holding Co in Q4 2020 and has held it in 20 quarters since.
CVA Family Office's U-Haul Holding Co position peaked at $73K in Q4 2021.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.