Morgan Stanley
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Morgan Stanley’s U-Haul Holding Co UHAL Stock Holding History

Morgan Stanley’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 		$8.58M Sell
179,546
-11,938
-6% -$612K ﹤0.01% 3692
2025
Q4 		$9.65M Buy
191,484
+42,620
+29% +$2.27M ﹤0.01% 3645
2025
Q3 		$8.5M Buy
148,864
+46,847
+46% +$2.76M ﹤0.01% 3680
2025
Q2 		$6.18M Buy
102,017
+3,237
+3% +$202K ﹤0.01% 3875
2025
Q1 		$6.46M Buy
98,780
+5,084
+5% +$352K ﹤0.01% 3708
2024
Q4 		$6.47M Sell
93,696
-46,215
-33% -$3.35M ﹤0.01% 3772
2024
Q3 		$10.8M Buy
139,911
+6,282
+5% +$429K ﹤0.01% 3364
2024
Q2 		$8.25M Buy
133,629
+12,098
+10% +$787K ﹤0.01% 3467
2024
Q1 		$8.21M Sell
121,531
-20,685
-15% -$1.37M ﹤0.01% 3503
2023
Q4 		$10.2M Buy
142,216
+69,147
+95% +$3.92M ﹤0.01% 3892
2023
Q3 		$3.99M Sell
73,069
-9,129
-11% -$530K ﹤0.01% 3912
2023
Q2 		$4.55M Sell
82,198
-67,069
-45% -$3.93M ﹤0.01% 3844
2023
Q1 		$8.9M Buy
149,267
+15,787
+12% +$993K ﹤0.01% 3245
2022
Q4 		$8.03M Sell
133,480
-474,380
-78% -$27.3M ﹤0.01% 3289
2022
Q3 		$31M Buy
607,860
+19,350
+3% +$1.01M ﹤0.01% 1741
2022
Q2 		$28.1M Buy
588,510
+254,020
+76% +$13.1M ﹤0.01% 1917
2022
Q1 		$20M Sell
334,490
-4,520
-1% -$279K ﹤0.01% 2117
2021
Q4 		$24.6M Sell
339,010
-7,310
-2% -$526K ﹤0.01% 1947
2021
Q3 		$22.4M Buy
346,320
+34,100
+11% +$2.14M ﹤0.01% 1972
2021
Q2 		$18.4M Buy
312,220
+65,850
+27% +$3.86M ﹤0.01% 2250
2021
Q1 		$15.1M Sell
246,370
-39,870
-14% -$2.12M ﹤0.01% 2221
2020
Q4 		$13M Sell
286,240
-222,410
-44% -$8.86M ﹤0.01% 2246
2020
Q3 		$18.1M Buy
508,650
+24,810
+5% +$845K ﹤0.01% 1557
2020
Q2 		$14.6M Buy
483,840
+138,420
+40% +$4.06M ﹤0.01% 1639
2020
Q1 		$10M Sell
345,420
-120,980
-26% -$4.09M ﹤0.01% 1776
2019
Q4 		$17.5M Buy
466,400
+7,300
+2% +$277K ﹤0.01% 1783
2019
Q3 		$17.9M Sell
459,100
-8,360
-2% -$309K ﹤0.01% 1577
2019
Q2 		$17.7M Sell
467,460
-251,340
-35% -$9.58M ﹤0.01% 1580
2019
Q1 		$26.7M Sell
718,800
-5,210
-0.7% -$189K 0.01% 1237
2018
Q4 		$23.8M Sell
724,010
-80,700
-10% -$2.73M 0.01% 1321
2018
Q3 		$28.7M Buy
804,710
+14,820
+2% +$547K 0.01% 1358
2018
Q2 		$28.1M Buy
789,890
+54,020
+7% +$1.88M 0.01% 1327
2018
Q1 		$25.4M Buy
735,870
+149,590
+26% +$5.32M 0.01% 1450
2017
Q4 		$22.2M Buy
586,280
+9,030
+2% +$338K 0.01% 1581
2017
Q3 		$21.6M Buy
577,250
+23,090
+4% +$863K 0.01% 1511
2017
Q2 		$20.3M Buy
554,160
+14,260
+3% +$517K 0.01% 1519
2017
Q1 		$20.6M Buy
539,900
+146,690
+37% +$5.51M 0.01% 1538
2016
Q4 		$14.5M Sell
393,210
-64,160
-14% -$2.2M ﹤0.01% 1848
2016
Q3 		$14.8M Buy
457,370
+326,880
+251% +$11.7M 0.01% 1685
2016
Q2 		$4.89M Sell
130,490
-116,630
-47% -$4.21M ﹤0.01% 2628
2016
Q1 		$8.83M Sell
247,120
-201,440
-45% -$7.01M ﹤0.01% 1963
2015
Q4 		$17.5M Buy
448,560
+151,800
+51% +$6.14M 0.01% 1513
2015
Q3 		$11.7M Buy
296,760
+79,640
+37% +$2.89M ﹤0.01% 1808
2015
Q2 		$7.1M Sell
217,120
-200,250
-48% -$6.54M ﹤0.01% 2462
2015
Q1 		$13.8M Buy
417,370
+61,560
+17% +$1.9M 0.01% 1758
2014
Q4 		$10.1M Sell
355,810
-86,450
-20% -$2.34M ﹤0.01% 2063
2014
Q3 		$11.6M Buy
442,260
+53,680
+14% +$1.48M ﹤0.01% 1896
2014
Q2 		$11.3M Buy
388,580
+203,250
+110% +$5.37M ﹤0.01% 1921
2014
Q1 		$4.3M Sell
185,330
-349,070
-65% -$8.07M ﹤0.01% 2718
2013
Q4 		$12.7M Sell
534,400
-324,390
-38% -$6.97M 0.01% 1736
2013
Q3 		$15.8M Buy
858,790
+74,330
+9% +$1.28M 0.01% 1412
2013
Q2 		$12.7M Buy
+784,460
New +$13M 0.01% 1509

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

Morgan Stanley's UHAL Position: Q1 2026 in Review

Morgan Stanley reduced its U-Haul Holding Co (UHAL) stake by 6.2% in Q1 2026, selling an estimated $612K and leaving 179,546 shares worth $8.58M. The position accounts for ﹤0.01% of the portfolio, ranked #3692.

Morgan Stanley first reported a position in UHAL in Q2 2013 and has held it in 52 quarters since. The position peaked at $31M in Q3 2022. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Morgan Stanley held 179,546 shares of U-Haul Holding Co worth $8.58M as of Q1 2026.
  • Morgan Stanley sold 11,938 U-Haul Holding Co shares in Q1 2026, an estimated $612K.
  • U-Haul Holding Co made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3692 holding.
  • Morgan Stanley first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's U-Haul Holding Co position peaked at $31M in Q3 2022.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.