Mercer Global Advisors
UHAL icon

Mercer Global Advisors’s U-Haul Holding Co UHAL Stock Holding History

Mercer Global Advisors’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 		$436K Sell
6,668
-1,127
-14% -$61.8K ﹤0.01% 2422
2026
Q1 		$372K Buy
7,795
+1,129
+17% +$57.9K ﹤0.01% 2228
2025
Q4 		$336K Sell
6,666
-2,348
-26% -$125K ﹤0.01% 2144
2025
Q3 		$514K Buy
9,014
+5,693
+171% +$336K ﹤0.01% 1742
2025
Q2 		$201K Buy
3,321
+91
+3% +$5.69K ﹤0.01% 2079
2025
Q1 		$211K Buy
+3,230
New +$224K ﹤0.01% 1943
2024
Q1 		– Sell
-3,501
Closed -$251K – 2145
2023
Q4 		$251K Buy
+3,501
New +$199K ﹤0.01% 1718
2022
Q4 		– Sell
-7,880
Closed -$401K – 1991
2022
Q3 		$401K Buy
7,880
+580
+8% +$30.4K ﹤0.01% 1242
2022
Q2 		$349K Buy
7,300
+3,250
+80% +$168K ﹤0.01% 1349
2022
Q1 		$242K Buy
4,050
+150
+4% +$9.25K ﹤0.01% 1619
2021
Q4 		$283K Buy
+3,900
New +$281K ﹤0.01% 1500

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

Mercer Global Advisors's UHAL Position: Q2 2026 in Review

Mercer Global Advisors reduced its U-Haul Holding Co (UHAL) stake by 14% in Q2 2026, selling an estimated $61.8K and leaving 6,668 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #2422.

Mercer Global Advisors first reported a position in UHAL in Q4 2021 and has held it in 11 quarters since. The position peaked at $514K in Q3 2025. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Mercer Global Advisors held 6,668 shares of U-Haul Holding Co worth $436K as of Q2 2026.
  • Mercer Global Advisors sold 1,127 U-Haul Holding Co shares in Q2 2026, an estimated $61.8K.
  • U-Haul Holding Co made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2422 holding.
  • Mercer Global Advisors first reported a position in U-Haul Holding Co in Q4 2021 and has held it in 11 quarters since.
  • Mercer Global Advisors's U-Haul Holding Co position peaked at $514K in Q3 2025.
  • 226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.