Intellectus Partners’s U-Haul Holding Co UHAL Stock Holding History

Intellectus Partners’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	$344K	Hold	5,263	–	–	0.06%	244
2026 Q1	$251K	Buy	5,263 +26	+0.5%	+$1.33K	0.05%	259
2025 Q4	$264K	Sell	5,237 -103	-2%	-$5.48K	0.05%	248
2025 Q3	$305K	Hold	5,340	–	–	0.06%	233
2025 Q2	$323K	Hold	5,340	–	–	0.07%	225
2025 Q1	$349K	Hold	5,340	–	–	0.09%	212
2024 Q4	$369K	Hold	5,340	–	–	0.08%	208
2024 Q3	$414K	Buy	5,340 +275	+5%	+$18.8K	0.11%	196
2024 Q2	$313K	Sell	5,065 -608	-11%	-$39.6K	0.09%	208
2024 Q1	$383K	Sell	5,673 -23	-0.4%	-$1.52K	0.1%	198
2023 Q4	$409K	Buy	5,696 +910	+19%	+$51.6K	0.12%	190
2023 Q3	$261K	Buy	4,786 +326	+7%	+$18.9K	0.08%	218
2023 Q2	$247K	Buy	+4,460	New	+$262K	0.07%	218

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

Intellectus Partners's UHAL Position: Q2 2026 in Review

Intellectus Partners held its U-Haul Holding Co (UHAL) position steady in Q2 2026 at 5,263 shares worth $344K. The position accounts for 0.06% of the portfolio, ranked #244.

Intellectus Partners first reported a position in UHAL in Q2 2023 and has held it in 13 quarters since. The position peaked at $414K in Q3 2024. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Intellectus Partners held 5,263 shares of U-Haul Holding Co worth $344K as of Q2 2026.
Intellectus Partners left its U-Haul Holding Co share count unchanged in Q2 2026.
U-Haul Holding Co made up 0.06% of Intellectus Partners's portfolio in Q2 2026, its #244 holding.
Intellectus Partners first reported a position in U-Haul Holding Co in Q2 2023 and has held it in 13 quarters since.
Intellectus Partners's U-Haul Holding Co position peaked at $414K in Q3 2024.
226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.