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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Mercer Global Advisors's UHAL Position: Q1 2026 in Review

Mercer Global Advisors increased its U-Haul Holding Co (UHAL) stake by 17% in Q1 2026, buying an estimated $57.9K and bringing the position to 7,795 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

Mercer Global Advisors first reported a position in UHAL in Q4 2021 and has held it in 10 quarters since. The position peaked at $514K in Q3 2025. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

Mercer Global Advisors held 7,795 shares of U-Haul Holding Co worth $372K as of Q1 2026.
Mercer Global Advisors bought 1,129 U-Haul Holding Co shares in Q1 2026, an estimated $57.9K.
U-Haul Holding Co made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2228 holding.
Mercer Global Advisors first reported a position in U-Haul Holding Co in Q4 2021 and has held it in 10 quarters since.
Mercer Global Advisors's U-Haul Holding Co position peaked at $514K in Q3 2025.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.