Nisa Investment Advisors’s U-Haul Holding Co UHAL Stock Holding History

Nisa Investment 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	$34.8K	Buy	728 +3	+0.4%	+$154	﹤0.01%	1819
2025 Q4	$36.5K	Buy	725 +75	+12%	+$3.99K	﹤0.01%	1720
2025 Q3	$37.1K	Hold	650	–	–	﹤0.01%	1717
2025 Q2	$39.4K	Hold	650	–	–	﹤0.01%	1660
2025 Q1	$42.5K	Hold	650	–	–	﹤0.01%	1626
2024 Q4	$44.9K	Hold	650	–	–	﹤0.01%	1709
2024 Q3	$50.4K	Hold	650	–	–	﹤0.01%	1644
2024 Q2	$40.1K	Hold	650	–	–	﹤0.01%	1728
2024 Q1	$43.9K	Hold	650	–	–	﹤0.01%	1690
2023 Q4	$46.7K	Hold	650	–	–	﹤0.01%	1655
2023 Q3	$35.5K	Hold	650	–	–	﹤0.01%	1829
2023 Q2	$36K	Hold	650	–	–	﹤0.01%	1865
2023 Q1	$39K	Hold	650	–	–	﹤0.01%	1794
2022 Q4	$39K	Sell	650 -18,650	-97%	-$1.07M	﹤0.01%	1853
2022 Q3	$986K	Sell	19,300 -4,910	-20%	-$257K	0.01%	810
2022 Q2	$1.16M	Buy	24,210 +17,710	+272%	+$916K	0.01%	780
2022 Q1	$388K	Buy	+6,500	New	+$401K	﹤0.01%	1160
2021 Q4	–	Sell	-6,700	Closed	-$433	–	2327
2021 Q3	$433	Hold	6,700	–	–	﹤0.01%	1154
2021 Q2	$395	Sell	6,700 -4,000	-37%	-$234K	﹤0.01%	1196
2021 Q1	$655	Hold	10,700	–	–	﹤0.01%	1095
2020 Q4	$486K	Hold	10,700	–	–	﹤0.01%	1165
2020 Q3	$381K	Sell	10,700 -3,000	-22%	-$102K	﹤0.01%	1126
2020 Q2	$414K	Sell	13,700 -50	-0.4%	-$1.47K	﹤0.01%	1083
2020 Q1	$400K	Buy	13,750 +4,000	+41%	+$135K	﹤0.01%	999
2019 Q4	$366K	Hold	9,750	–	–	﹤0.01%	1186
2019 Q3	$380K	Sell	9,750 -10	-0.1%	-$369	﹤0.01%	1168
2019 Q2	$369K	Hold	9,760	–	–	﹤0.01%	1172
2019 Q1	$363K	Hold	9,760	–	–	﹤0.01%	1147
2018 Q4	$320K	Buy	9,760 +3,700	+61%	+$125K	﹤0.01%	1123
2018 Q3	$216K	Hold	6,060	–	–	﹤0.01%	1292
2018 Q2	$216K	Sell	6,060 -4,130	-41%	-$144K	﹤0.01%	1249
2018 Q1	$352K	Hold	10,190	–	–	﹤0.01%	1113
2017 Q4	$385K	Sell	10,190 -11,000	-52%	-$411K	﹤0.01%	1105
2017 Q3	$794K	Buy	21,190 +14,980	+241%	+$560K	0.01%	898
2017 Q2	$227K	Sell	6,210 -170	-3%	-$6.17K	﹤0.01%	1210
2017 Q1	$243K	Hold	6,380	–	–	﹤0.01%	1206
2016 Q4	$236K	Hold	6,380	–	–	﹤0.01%	1218
2016 Q3	$207K	Sell	6,380 -20	-0.3%	-$714	﹤0.01%	1215
2016 Q2	$240K	Sell	6,400 -40	-0.6%	-$1.45K	﹤0.01%	1181
2016 Q1	$230K	Sell	6,440 -10,800	-63%	-$376K	﹤0.01%	1190
2015 Q4	$672K	Sell	17,240 -8,500	-33%	-$344K	0.01%	869
2015 Q3	$988K	Buy	25,740 +17,290	+205%	+$628K	0.02%	738
2015 Q2	$276K	Sell	8,450 -270	-3%	-$8.82K	﹤0.01%	1177
2015 Q1	$288K	Hold	8,720	–	–	﹤0.01%	1194
2014 Q4	$248K	Hold	8,720	–	–	﹤0.01%	1201
2014 Q3	$226K	Sell	8,720 -3,000	-26%	-$82.9K	﹤0.01%	1221
2014 Q2	$337K	Sell	11,720 -30	-0.3%	-$793	﹤0.01%	1151
2014 Q1	$273K	Buy	11,750 +1,000	+9%	+$23.1K	﹤0.01%	1206
2013 Q4	$255K	Buy	+10,750	New	+$231K	﹤0.01%	1215

Other funds holding UHAL

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

BlackRock New York $6.73T AUM 46.02% 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

Nisa Investment Advisors's UHAL Position: Q1 2026 in Review

Nisa Investment Advisors increased its U-Haul Holding Co (UHAL) stake by 0.41% in Q1 2026, buying an estimated $154 and bringing the position to 728 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1819.

Nisa Investment Advisors first reported a position in UHAL in Q4 2013 and has held it in 49 quarters since. The position peaked at $1.16M in Q2 2022. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

Nisa Investment Advisors held 728 shares of U-Haul Holding Co worth $34.8K as of Q1 2026.
Nisa Investment Advisors bought 3 U-Haul Holding Co shares in Q1 2026, an estimated $154.
U-Haul Holding Co made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1819 holding.
Nisa Investment Advisors first reported a position in U-Haul Holding Co in Q4 2013 and has held it in 49 quarters since.
Nisa Investment Advisors's U-Haul Holding Co position peaked at $1.16M in Q2 2022.
203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.