MOS
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MGO One Seven’s U-Haul Holding Co UHAL Stock Holding History

MGO One Seven’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 		$405K Buy
8,480
+715
+9% +$36.6K 0.01% 998
2025
Q4 		$391K Sell
7,765
-600
-7% -$31.9K 0.01% 991
2025
Q3 		$477K Sell
8,365
-51
-0.6% -$3.01K 0.01% 831
2025
Q2 		$510K Sell
8,416
-96
-1% -$6K 0.02% 720
2025
Q1 		$556K Sell
8,512
-4,223
-33% -$293K 0.02% 594
2024
Q4 		$880K Buy
12,735
+1,680
+15% +$122K 0.03% 471
2024
Q3 		$857K Sell
11,055
-545
-5% -$37.3K 0.04% 444
2024
Q2 		$716K Sell
11,600
-425
-4% -$27.7K 0.03% 450
2024
Q1 		$812K Sell
12,025
-4,393
-27% -$290K 0.04% 394
2023
Q4 		$1.18M Buy
16,418
+3,336
+26% +$189K 0.07% 286
2023
Q3 		$714K Buy
13,082
+395
+3% +$22.9K 0.06% 341
2023
Q2 		$702K Buy
+12,687
New +$744K 0.06% 329

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $134B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return