Gotham Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Gotham Asset Management’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	$2.08M	Buy	43,486 +9,551	+28%	+$490K	0.01%	1097
2025 Q4	$1.71M	Buy	33,935 +5,713	+20%	+$304K	0.01%	1090
2025 Q3	$1.61M	Buy	+28,222	New	+$1.66M	0.01%	1065
2025 Q2	–	Sell	-8,374	Closed	-$547K	–	1749
2025 Q1	$547K	Buy	+8,374	New	+$580K	﹤0.01%	1204
2024 Q4	–	Sell	-4,162	Closed	-$322K	–	1522
2024 Q3	$322K	Buy	+4,162	New	+$285K	﹤0.01%	1205
2022 Q2	–	Sell	-3,970	Closed	-$237K	–	1259
2022 Q1	$237K	Buy	3,970 +100	+3%	+$6.17K	0.01%	1026
2021 Q4	$281K	Buy	+3,870	New	+$279K	0.01%	969
2021 Q2	–	Sell	-4,770	Closed	-$292K	–	1106
2021 Q1	$292K	Buy	+4,770	New	+$254K	0.01%	850
2014 Q3	–	Sell	-10,460	Closed	-$304K	–	1071
2014 Q2	$304K	Buy	+10,460	New	+$276K	﹤0.01%	887

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

Gotham Asset Management's UHAL Position: Q1 2026 in Review

Gotham Asset Management increased its U-Haul Holding Co (UHAL) stake by 28% in Q1 2026, buying an estimated $490K and bringing the position to 43,486 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #1097.

Gotham Asset Management first reported a position in UHAL in Q2 2014 and has held it in 9 quarters since. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

Gotham Asset Management held 43,486 shares of U-Haul Holding Co worth $2.08M as of Q1 2026.
Gotham Asset Management bought 9,551 U-Haul Holding Co shares in Q1 2026, an estimated $490K.
U-Haul Holding Co made up 0.01% of Gotham Asset Management's portfolio in Q1 2026, its #1097 holding.
Gotham Asset Management first reported a position in U-Haul Holding Co in Q2 2014 and has held it in 9 quarters since.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.