IP
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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
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
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