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Ethic Inc’s U-Haul Holding Co UHAL Stock Holding History

Ethic Inc’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 		$1.82M Buy
+40,378
New +$2.07M 0.03% 491
2023
Q3 		– Sell
-5,777
Closed -$313K – 1064
2023
Q2 		$313K Sell
5,777
-1,761
-23% -$103K 0.01% 779
2023
Q1 		$439K Buy
7,538
+1,441
+24% +$90.7K 0.02% 682
2022
Q4 		$367K Sell
6,097
-12,883
-68% -$741K 0.02% 667
2022
Q3 		$967K Buy
18,980
+8,450
+80% +$443K 0.07% 338
2022
Q2 		$504K Buy
10,530
+2,140
+26% +$111K 0.04% 469
2022
Q1 		$501K Buy
+8,390
New +$517K 0.03% 464

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

Ethic Inc's UHAL Position: Q1 2026 in Review

Ethic Inc opened a new position in U-Haul Holding Co (UHAL) in Q1 2026: 40,378 shares worth $1.82M. The stake represents 0.03% of the portfolio and ranks #491 among its holdings. This is a return to the name: Ethic Inc previously reported a position in UHAL as recently as Q2 2023.

Ethic Inc first reported a position in UHAL in Q1 2022 and has held it in 7 quarters since. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Ethic Inc held 40,378 shares of U-Haul Holding Co worth $1.82M as of Q1 2026.
  • U-Haul Holding Co was a new Ethic Inc position in Q1 2026.
  • U-Haul Holding Co made up 0.03% of Ethic Inc's portfolio in Q1 2026, its #491 holding.
  • Ethic Inc first reported a position in U-Haul Holding Co in Q1 2022 and has held it in 7 quarters since.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.