IEQ Capital’s U-Haul Holding Co UHAL Stock Holding History

IEQ Capital’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	$2.63M	Buy	40,206 +26,490	+193%	+$1.45M	0.01%	703
2026 Q1	$655K	Sell	13,716 -8,394	-38%	-$430K	﹤0.01%	1193
2025 Q4	$1.11M	Buy	+22,110	New	+$1.18M	﹤0.01%	1005

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

IEQ Capital's UHAL Position: Q2 2026 in Review

IEQ Capital increased its U-Haul Holding Co (UHAL) stake by 193% in Q2 2026, buying an estimated $1.45M and bringing the position to 40,206 shares worth $2.63M. The position accounts for 0.01% of the portfolio, ranked #703.

IEQ Capital first reported a position in UHAL in Q4 2025 and has held it in 3 quarters since. 227 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

IEQ Capital held 40,206 shares of U-Haul Holding Co worth $2.63M as of Q2 2026.
IEQ Capital bought 26,490 U-Haul Holding Co shares in Q2 2026, an estimated $1.45M.
U-Haul Holding Co made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #703 holding.
IEQ Capital first reported a position in U-Haul Holding Co in Q4 2025 and has held it in 3 quarters since.
227 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.