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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
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
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

IEQ Capital's UHAL Position: Q1 2026 in Review

IEQ Capital reduced its U-Haul Holding Co (UHAL) stake by 38% in Q1 2026, selling an estimated $430K and leaving 13,716 shares worth $655K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

IEQ Capital first reported a position in UHAL in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.11M in Q4 2025. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • IEQ Capital held 13,716 shares of U-Haul Holding Co worth $655K as of Q1 2026.
  • IEQ Capital sold 8,394 U-Haul Holding Co shares in Q1 2026, an estimated $430K.
  • U-Haul Holding Co made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1193 holding.
  • IEQ Capital first reported a position in U-Haul Holding Co in Q4 2025 and has held it in 2 quarters since.
  • IEQ Capital's U-Haul Holding Co position peaked at $1.11M in Q4 2025.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.