Marshall Wace
UHAL icon

Marshall Wace’s U-Haul Holding Co UHAL Stock Holding History

Marshall Wace’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 		$6.57M Buy
+137,554
New +$7.05M 0.01% 1170
2025
Q1 		– Sell
-25,754
Closed -$1.78M – 3114
2024
Q4 		$1.78M Sell
25,754
-21,378
-45% -$1.55M ﹤0.01% 1496
2024
Q3 		$3.65M Sell
47,132
-35,071
-43% -$2.4M ﹤0.01% 1114
2024
Q2 		$5.07M Sell
82,203
-11,597
-12% -$755K 0.01% 983
2024
Q1 		$6.34M Sell
93,800
-14,006
-13% -$926K 0.01% 901
2023
Q4 		$7.74M Sell
107,806
-28,100
-21% -$1.59M 0.01% 760
2023
Q3 		$7.42M Sell
135,906
-22,947
-14% -$1.33M 0.02% 743
2023
Q2 		$8.79M Buy
158,853
+117,740
+286% +$6.91M 0.02% 794
2023
Q1 		$2.45M Sell
41,113
-23,505
-36% -$1.48M 0.01% 1342
2022
Q4 		$3.89M Buy
+64,618
New +$3.72M 0.01% 1352
2022
Q2 		– Sell
-20,340
Closed -$1.22M – 3873
2022
Q1 		$1.22M Buy
20,340
+13,220
+186% +$815K ﹤0.01% 2361
2021
Q4 		$517K Sell
7,120
-26,560
-79% -$1.91M ﹤0.01% 2778
2021
Q3 		$2.18M Buy
+33,680
New +$2.11M 0.01% 1481
2021
Q1 		– Sell
-15,920
Closed -$722K – 2872
2020
Q4 		$722K Buy
+15,920
New +$634K ﹤0.01% 1336
2020
Q3 		– Sell
-28,330
Closed -$856K – 1937
2020
Q2 		$856K Buy
28,330
+28,070
+10,796% +$823K 0.01% 1035
2020
Q1 		$8K Buy
+260
New +$8.78K ﹤0.01% 1556

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

Marshall Wace's UHAL Position: Q1 2026 in Review

Marshall Wace opened a new position in U-Haul Holding Co (UHAL) in Q1 2026: 137,554 shares worth $6.57M. The stake represents 0.01% of the portfolio and ranks #1170 among its holdings. This is a return to the name: Marshall Wace previously reported a position in UHAL as recently as Q4 2024.

Marshall Wace first reported a position in UHAL in Q1 2020 and has held it in 16 quarters since. The position peaked at $8.79M in Q2 2023. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Marshall Wace held 137,554 shares of U-Haul Holding Co worth $6.57M as of Q1 2026.
  • U-Haul Holding Co was a new Marshall Wace position in Q1 2026.
  • U-Haul Holding Co made up 0.01% of Marshall Wace's portfolio in Q1 2026, its #1170 holding.
  • Marshall Wace first reported a position in U-Haul Holding Co in Q1 2020 and has held it in 16 quarters since.
  • Marshall Wace's U-Haul Holding Co position peaked at $8.79M in Q2 2023.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.