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HFM Investment Advisors’s U-Haul Holding Co UHAL Stock Holding History

HFM Investment Advisors’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 		$524 Buy
8
+5
+167% +$274 ﹤0.01% 972
2026
Q1 		$143 Buy
+3
New +$154 ﹤0.01% 1067
2025
Q4 		– Sell
-2
Closed -$114 – 1335
2025
Q3 		$114 Hold
2
– – ﹤0.01% 1133
2025
Q2 		$121 Buy
2
+1
+100% +$63 ﹤0.01% 1113
2025
Q1 		$66 Buy
+1
New +$69 ﹤0.01% 978

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

HFM Investment Advisors's UHAL Position: Q2 2026 in Review

HFM Investment Advisors increased its U-Haul Holding Co (UHAL) stake by 167% in Q2 2026, buying an estimated $274 and bringing the position to 8 shares worth $524. The position accounts for ﹤0.01% of the portfolio, ranked #972.

HFM Investment Advisors first reported a position in UHAL in Q1 2025 and has held it in 5 quarters since. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • HFM Investment Advisors held 8 shares of U-Haul Holding Co worth $524 as of Q2 2026.
  • HFM Investment Advisors bought 5 U-Haul Holding Co shares in Q2 2026, an estimated $274.
  • U-Haul Holding Co made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #972 holding.
  • HFM Investment Advisors first reported a position in U-Haul Holding Co in Q1 2025 and has held it in 5 quarters since.
  • 226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.