Occudo Quantitative Strategies’s U-Haul Holding Co UHAL Stock Holding History

Occudo Quantitative Strategies’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	$1.77M	Buy	34,479 +7,483	+28%	+$384K	0.1%	287
2025 Q4	$1.36M	Buy	26,996 +20,878	+341%	+$1.11M	0.09%	263
2025 Q3	$349K	Buy	+6,118	New	+$361K	0.04%	460
2025 Q2	–	Sell	-5,142	Closed	-$334K	–	903
2025 Q1	$334K	Buy	5,142 +291	+6%	+$20.2K	0.04%	453
2024 Q4	$335K	Buy	+4,851	New	+$352K	0.06%	414
2024 Q2	–	Sell	-4,135	Closed	-$279K	–	1008
2024 Q1	$279K	Sell	4,135 -11,072	-73%	-$732K	0.05%	486
2023 Q4	$1.09M	Sell	15,207 -2,397	-14%	-$136K	0.15%	187
2023 Q3	$961K	Sell	17,604 -16,732	-49%	-$972K	0.12%	274
2023 Q2	$1.9M	Sell	34,336 -3,016	-8%	-$177K	0.2%	149
2023 Q1	$2.23M	Buy	+37,352	New	+$2.35M	0.2%	138

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

Occudo Quantitative Strategies's UHAL Position: Q1 2026 in Review

Occudo Quantitative Strategies increased its U-Haul Holding Co (UHAL) stake by 28% in Q1 2026, buying an estimated $384K and bringing the position to 34,479 shares worth $1.77M. The position accounts for 0.1% of the portfolio, ranked #287.

Occudo Quantitative Strategies first reported a position in UHAL in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.23M in Q1 2023. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

Occudo Quantitative Strategies held 34,479 shares of U-Haul Holding Co worth $1.77M as of Q1 2026.
Occudo Quantitative Strategies bought 7,483 U-Haul Holding Co shares in Q1 2026, an estimated $384K.
U-Haul Holding Co made up 0.1% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #287 holding.
Occudo Quantitative Strategies first reported a position in U-Haul Holding Co in Q1 2023 and has held it in 10 quarters since.
Occudo Quantitative Strategies's U-Haul Holding Co position peaked at $2.23M in Q1 2023.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.