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MAI Capital Management’s U-Haul Holding Co UHAL Stock Holding History

MAI Capital 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 		– Sell
-53
Closed -$2.53K – 4564
2026
Q1 		$2.53K Buy
+53
New +$2.72K ﹤0.01% 3842
2025
Q3 		– Sell
-19
Closed -$1.15K – 4127
2025
Q2 		$1.15K Sell
19
-31
-62% -$1.94K ﹤0.01% 3582
2025
Q1 		$3.27K Hold
50
– – ﹤0.01% 2852
2024
Q4 		$3.46K Buy
+50
New +$3.63K ﹤0.01% 2893

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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

MAI Capital Management's UHAL Position: Q2 2026 in Review

MAI Capital Management sold out of U-Haul Holding Co (UHAL) in Q2 2026, closing a stake of 53 shares — an estimated $2.53K sold.

MAI Capital Management first reported a position in UHAL in Q4 2024 and held it in 4 quarters. The position peaked at $3.46K in Q4 2024. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • MAI Capital Management reported no remaining U-Haul Holding Co position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 53 U-Haul Holding Co shares in Q2 2026, an estimated $2.53K.
  • MAI Capital Management first reported a position in U-Haul Holding Co in Q4 2024 and held it in 4 quarters.
  • MAI Capital Management's U-Haul Holding Co position peaked at $3.46K in Q4 2024.
  • 226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.