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
Q2 		$2M Sell
30,612
-106,942
-78% -$5.87M ﹤0.01% 1855
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 $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

Marshall Wace's UHAL Position: Q2 2026 in Review

Marshall Wace reduced its U-Haul Holding Co (UHAL) stake by 78% in Q2 2026, selling an estimated $5.87M and leaving 30,612 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #1855.

Marshall Wace first reported a position in UHAL in Q1 2020 and has held it in 17 quarters since. The position peaked at $8.79M in Q2 2023. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Marshall Wace held 30,612 shares of U-Haul Holding Co worth $2M as of Q2 2026.
  • Marshall Wace sold 106,942 U-Haul Holding Co shares in Q2 2026, an estimated $5.87M.
  • U-Haul Holding Co made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1855 holding.
  • Marshall Wace first reported a position in U-Haul Holding Co in Q1 2020 and has held it in 17 quarters since.
  • Marshall Wace's U-Haul Holding Co position peaked at $8.79M in Q2 2023.
  • 226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.