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InceptionR’s U-Haul Holding Co UHAL Stock Holding History

InceptionR’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 		$709K Buy
+14,840
New +$761K 0.17% 203
2025
Q2 		– Sell
-3,399
Closed -$222K – 852
2025
Q1 		$222K Buy
+3,399
New +$236K 0.07% 451

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

InceptionR's UHAL Position: Q1 2026 in Review

InceptionR opened a new position in U-Haul Holding Co (UHAL) in Q1 2026: 14,840 shares worth $709K. The stake represents 0.17% of the portfolio and ranks #203 among its holdings. This is a return to the name: InceptionR previously reported a position in UHAL as recently as Q1 2025.

InceptionR first reported a position in UHAL in Q1 2025 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • InceptionR held 14,840 shares of U-Haul Holding Co worth $709K as of Q1 2026.
  • U-Haul Holding Co was a new InceptionR position in Q1 2026.
  • U-Haul Holding Co made up 0.17% of InceptionR's portfolio in Q1 2026, its #203 holding.
  • InceptionR first reported a position in U-Haul Holding Co in Q1 2025 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.