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Legacy Capital Group California’s U-Haul Holding Co UHAL Stock Holding History

Legacy Capital Group California’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
-4,801
Closed -$242K – 360
2025
Q4 		$242K Buy
4,801
+204
+4% +$10.9K 0.06% 311
2025
Q3 		$262K Buy
4,597
+549
+14% +$32.4K 0.07% 301
2025
Q2 		$245K Buy
4,048
+253
+7% +$15.8K 0.07% 295
2025
Q1 		$248K Buy
3,795
+412
+12% +$28.6K 0.09% 269
2024
Q4 		$234K Buy
3,383
+237
+8% +$17.2K 0.07% 287
2024
Q3 		$244K Buy
+3,146
New +$215K 0.08% 272

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

Legacy Capital Group California's UHAL Position: Q1 2026 in Review

Legacy Capital Group California sold out of U-Haul Holding Co (UHAL) in Q1 2026, closing a stake of 4,801 shares — an estimated $242K sold.

Legacy Capital Group California first reported a position in UHAL in Q3 2024 and held it in 6 quarters. The position peaked at $262K in Q3 2025. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Legacy Capital Group California reported no remaining U-Haul Holding Co position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 4,801 U-Haul Holding Co shares in Q1 2026, an estimated $242K.
  • Legacy Capital Group California first reported a position in U-Haul Holding Co in Q3 2024 and held it in 6 quarters.
  • Legacy Capital Group California's U-Haul Holding Co position peaked at $262K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.