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 Q2	–	Sell	-14,840	Closed	-$709K	–	923
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 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

InceptionR's UHAL Position: Q2 2026 in Review

InceptionR sold out of U-Haul Holding Co (UHAL) in Q2 2026, closing a stake of 14,840 shares — an estimated $709K sold.

InceptionR first reported a position in UHAL in Q1 2025 and held it in 2 quarters. The position peaked at $709K in Q1 2026. 227 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

InceptionR reported no remaining U-Haul Holding Co position as of Q2 2026 after selling out during the quarter.
InceptionR sold 14,840 U-Haul Holding Co shares in Q2 2026, an estimated $709K.
InceptionR first reported a position in U-Haul Holding Co in Q1 2025 and held it in 2 quarters.
InceptionR's U-Haul Holding Co position peaked at $709K in Q1 2026.
227 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

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