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

Invesco’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 		$283K Sell
5,920
-394
-6% -$20.2K ﹤0.01% 3368
2025
Q4 		$318K Buy
6,314
+25
+0.4% +$1.33K ﹤0.01% 3362
2025
Q3 		$359K Buy
6,289
+2,846
+83% +$168K ﹤0.01% 3360
2025
Q2 		$209K Buy
3,443
+20
+0.6% +$1.25K ﹤0.01% 3503
2025
Q1 		$224K Sell
3,423
-1,958
-36% -$136K ﹤0.01% 3467
2024
Q4 		$372K Buy
5,381
+168
+3% +$12.2K ﹤0.01% 3350
2024
Q3 		$404K Sell
5,213
-20,696
-80% -$1.41M ﹤0.01% 3317
2024
Q2 		$1.6M Sell
25,909
-5,958
-19% -$388K ﹤0.01% 2695
2024
Q1 		$2.15M Buy
31,867
+26,540
+498% +$1.75M ﹤0.01% 2635
2023
Q4 		$382K Sell
5,327
-21,233
-80% -$1.2M ﹤0.01% 3351
2023
Q3 		$1.45M Buy
26,560
+20,800
+361% +$1.21M ﹤0.01% 2710
2023
Q2 		$319K Sell
5,760
-5,598
-49% -$328K ﹤0.01% 3473
2023
Q1 		$678K Sell
11,358
-13,779
-55% -$867K ﹤0.01% 3109
2022
Q4 		$1.51M Sell
25,137
-81,873
-77% -$4.71M ﹤0.01% 2749
2022
Q3 		$5.45M Sell
107,010
-47,700
-31% -$2.5M ﹤0.01% 2178
2022
Q2 		$7.4M Buy
154,710
+46,370
+43% +$2.4M ﹤0.01% 2054
2022
Q1 		$6.47M Sell
108,340
-246,710
-69% -$15.2M ﹤0.01% 2246
2021
Q4 		$25.8M Buy
355,050
+15,880
+5% +$1.14M 0.01% 1392
2021
Q3 		$21.9M Sell
339,170
-32,230
-9% -$2.02M 0.01% 1506
2021
Q2 		$21.9M Buy
371,400
+17,810
+5% +$1.04M 0.01% 1553
2021
Q1 		$21.7M Buy
353,590
+239,390
+210% +$12.7M 0.01% 1477
2020
Q4 		$5.18M Buy
114,200
+16,640
+17% +$663K ﹤0.01% 2164
2020
Q3 		$3.47M Sell
97,560
-11,560
-11% -$394K ﹤0.01% 2190
2020
Q2 		$3.3M Buy
109,120
+63,390
+139% +$1.86M ﹤0.01% 2220
2020
Q1 		$1.33M Sell
45,730
-100,200
-69% -$3.38M ﹤0.01% 2602
2019
Q4 		$5.48M Sell
145,930
-3,570
-2% -$136K ﹤0.01% 2114
2019
Q3 		$5.83M Buy
149,500
+29,260
+24% +$1.08M ﹤0.01% 2035
2019
Q2 		$4.55M Sell
120,240
-7,630
-6% -$291K ﹤0.01% 2234
2019
Q1 		$4.75M Buy
127,870
+15,470
+14% +$562K ﹤0.01% 2041
2018
Q4 		$3.69M Buy
112,400
+5,000
+5% +$169K ﹤0.01% 2120
2018
Q3 		$3.83M Buy
107,400
+2,140
+2% +$79K ﹤0.01% 2312
2018
Q2 		$3.75M Sell
105,260
-63,860
-38% -$2.22M ﹤0.01% 2339
2018
Q1 		$5.84M Buy
169,120
+125,620
+289% +$4.47M ﹤0.01% 1854
2017
Q4 		$1.64M Buy
43,500
+12,330
+40% +$461K ﹤0.01% 2722
2017
Q3 		$1.17M Buy
31,170
+5,670
+22% +$212K ﹤0.01% 2918
2017
Q2 		$934K Sell
25,500
-9,410
-27% -$341K ﹤0.01% 3058
2017
Q1 		$1.33M Sell
34,910
-39,010
-53% -$1.47M ﹤0.01% 2874
2016
Q4 		$2.73M Buy
73,920
+3,290
+5% +$113K ﹤0.01% 2364
2016
Q3 		$2.29M Sell
70,630
-3,710
-5% -$132K ﹤0.01% 2452
2016
Q2 		$2.78M Sell
74,340
-661,370
-90% -$23.9M ﹤0.01% 2290
2016
Q1 		$26.3M Buy
735,710
+34,010
+5% +$1.18M 0.01% 1021
2015
Q4 		$27.3M Buy
701,700
+120,150
+21% +$4.86M 0.01% 1010
2015
Q3 		$22.9M Buy
581,550
+109,540
+23% +$3.98M 0.01% 1072
2015
Q2 		$15.4M Sell
472,010
-24,820
-5% -$811K 0.01% 1325
2015
Q1 		$16.4M Buy
496,830
+88,230
+22% +$2.73M 0.01% 1298
2014
Q4 		$11.6M Buy
408,600
+9,400
+2% +$255K ﹤0.01% 1471
2014
Q3 		$10.5M Buy
399,200
+33,630
+9% +$930K ﹤0.01% 1516
2014
Q2 		$10.6M Buy
365,570
+204,620
+127% +$5.41M ﹤0.01% 1525
2014
Q1 		$3.74M Sell
160,950
-35,380
-18% -$818K ﹤0.01% 2142
2013
Q4 		$4.67M Sell
196,330
-88,880
-31% -$1.91M ﹤0.01% 2055
2013
Q3 		$5.25M Sell
285,210
-7,160
-2% -$124K ﹤0.01% 1894
2013
Q2 		$4.73M Buy
+292,370
New +$4.86M ﹤0.01% 1885

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

Invesco's UHAL Position: Q1 2026 in Review

Invesco reduced its U-Haul Holding Co (UHAL) stake by 6.2% in Q1 2026, selling an estimated $20.2K and leaving 5,920 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #3368.

Invesco first reported a position in UHAL in Q2 2013 and has held it in 52 quarters since. The position peaked at $27.3M in Q4 2015. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Invesco held 5,920 shares of U-Haul Holding Co worth $283K as of Q1 2026.
  • Invesco sold 394 U-Haul Holding Co shares in Q1 2026, an estimated $20.2K.
  • U-Haul Holding Co made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #3368 holding.
  • Invesco first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 52 quarters since.
  • Invesco's U-Haul Holding Co position peaked at $27.3M in Q4 2015.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.