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 Q2	$8.51K	Buy	130 +3	+2%	+$165	﹤0.01%	1065
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 $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

CVA Family Office's UHAL Position: Q2 2026 in Review

CVA Family Office increased its U-Haul Holding Co (UHAL) stake by 2.4% in Q2 2026, buying an estimated $165 and bringing the position to 130 shares worth $8.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

CVA Family Office first reported a position in UHAL in Q4 2020 and has held it in 21 quarters since. The position peaked at $73K in Q4 2021. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

CVA Family Office held 130 shares of U-Haul Holding Co worth $8.51K as of Q2 2026.
CVA Family Office bought 3 U-Haul Holding Co shares in Q2 2026, an estimated $165.
U-Haul Holding Co made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1065 holding.
CVA Family Office first reported a position in U-Haul Holding Co in Q4 2020 and has held it in 21 quarters since.
CVA Family Office's U-Haul Holding Co position peaked at $73K in Q4 2021.
226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.