Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s U-Haul Holding Co UHAL Stock Holding History

Jacobs Levy Equity Management’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 		$23M Buy
351,018
+119,383
+52% +$6.55M 0.08% 210
2026
Q1 		$11.1M Buy
231,635
+155,918
+206% +$7.99M 0.05% 292
2025
Q4 		$3.82M Buy
75,717
+39,830
+111% +$2.12M 0.01% 456
2025
Q3 		$2.05M Sell
35,887
-15,330
-30% -$904K 0.01% 589
2025
Q2 		$3.1M Buy
51,217
+20,940
+69% +$1.31M 0.01% 547
2025
Q1 		$1.98M Sell
30,277
-1,553
-5% -$108K 0.01% 660
2024
Q4 		$2.2M Sell
31,830
-2,711
-8% -$197K 0.01% 577
2024
Q3 		$2.68M Sell
34,541
-73,021
-68% -$4.99M 0.01% 548
2024
Q2 		$6.64M Sell
107,562
-5,979
-5% -$389K 0.03% 400
2024
Q1 		$7.67M Sell
113,541
-9,600
-8% -$635K 0.03% 344
2023
Q4 		$8.84M Buy
123,141
+61,033
+98% +$3.46M 0.04% 313
2023
Q3 		$3.39M Buy
+62,108
New +$3.61M 0.02% 453
2022
Q3 		– Sell
-6,680
Closed -$319K – 1175
2022
Q2 		$319K Sell
6,680
-255,550
-97% -$13.2M ﹤0.01% 916
2022
Q1 		$15.7M Sell
262,230
-177,080
-40% -$10.9M 0.11% 230
2021
Q4 		$31.9M Buy
439,310
+91,070
+26% +$6.56M 0.21% 118
2021
Q3 		$22.5M Sell
348,240
-122,660
-26% -$7.69M 0.15% 166
2021
Q2 		$27.8M Buy
470,900
+276,270
+142% +$16.2M 0.19% 149
2021
Q1 		$11.9M Buy
194,630
+33,330
+21% +$1.77M 0.09% 256
2020
Q4 		$7.32M Buy
161,300
+84,390
+110% +$3.36M 0.06% 322
2020
Q3 		$2.74M Buy
76,910
+230
+0.3% +$7.84K 0.03% 462
2020
Q2 		$2.32M Buy
+76,680
New +$2.25M 0.03% 502
2019
Q4 		– Sell
-25,290
Closed -$986K – 1067
2019
Q3 		$986K Sell
25,290
-38,230
-60% -$1.41M 0.01% 616
2019
Q2 		$2.4M Sell
63,520
-14,130
-18% -$538K 0.03% 491
2019
Q1 		$2.88M Buy
77,650
+56,100
+260% +$2.04M 0.04% 440
2018
Q4 		$707K Buy
+21,550
New +$728K 0.01% 673

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Jacobs Levy Equity Management's UHAL Position: Q2 2026 in Review

Jacobs Levy Equity Management increased its U-Haul Holding Co (UHAL) stake by 52% in Q2 2026, buying an estimated $6.55M and bringing the position to 351,018 shares worth $23M. The position accounts for 0.08% of the portfolio, ranked #210.

Jacobs Levy Equity Management first reported a position in UHAL in Q4 2018 and has held it in 25 quarters since. The position peaked at $31.9M in Q4 2021. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Jacobs Levy Equity Management held 351,018 shares of U-Haul Holding Co worth $23M as of Q2 2026.
  • Jacobs Levy Equity Management bought 119,383 U-Haul Holding Co shares in Q2 2026, an estimated $6.55M.
  • U-Haul Holding Co made up 0.08% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #210 holding.
  • Jacobs Levy Equity Management first reported a position in U-Haul Holding Co in Q4 2018 and has held it in 25 quarters since.
  • Jacobs Levy Equity Management's U-Haul Holding Co position peaked at $31.9M in Q4 2021.
  • 226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.