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

Inscription 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	–	Sell	-4,423	Closed	-$223K	–	808
2025 Q4	$223K	Buy	+4,423	New	+$235K	0.02%	577

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Inscription Capital's UHAL Position: Q1 2026 in Review

Inscription Capital sold out of U-Haul Holding Co (UHAL) in Q1 2026, closing a stake of 4,423 shares — an estimated $223K sold.

Inscription Capital first reported a position in UHAL in Q4 2025 and held it in 1 quarter. The position peaked at $223K in Q4 2025. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

Inscription Capital reported no remaining U-Haul Holding Co position as of Q1 2026 after selling out during the quarter.
Inscription Capital sold 4,423 U-Haul Holding Co shares in Q1 2026, an estimated $223K.
Inscription Capital first reported a position in U-Haul Holding Co in Q4 2025 and held it in 1 quarter.
Inscription Capital's U-Haul Holding Co position peaked at $223K in Q4 2025.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.