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 Q2	$402K	Sell	6,136 -34,242	-85%	-$1.88M	0.01%	1025
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 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

Ethic Inc's UHAL Position: Q2 2026 in Review

Ethic Inc reduced its U-Haul Holding Co (UHAL) stake by 85% in Q2 2026, selling an estimated $1.88M and leaving 6,136 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #1025.

Ethic Inc first reported a position in UHAL in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.82M in Q1 2026. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Ethic Inc held 6,136 shares of U-Haul Holding Co worth $402K as of Q2 2026.
Ethic Inc sold 34,242 U-Haul Holding Co shares in Q2 2026, an estimated $1.88M.
U-Haul Holding Co made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #1025 holding.
Ethic Inc first reported a position in U-Haul Holding Co in Q1 2022 and has held it in 8 quarters since.
Ethic Inc's U-Haul Holding Co position peaked at $1.82M in Q1 2026.
226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.