Oliver Lagore Vanvalin Investment Group’s U-Haul Holding Co UHAL Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$675K	Buy	+10,324	New	+$646K	0.26%	80
2024 Q4	$932K	Sell	13,484 -156	-1%	-$11.3K	0.24%	74
2024 Q3	$1.06M	Buy	13,640 +1,181	+9%	+$80.7K	0.28%	68
2024 Q2	$769K	Buy	12,459 +2,362	+23%	+$154K	0.22%	72
2024 Q1	$682K	Buy	10,097 +1,095	+12%	+$72.4K	0.2%	82
2023 Q4	$646K	Buy	9,002 +581	+7%	+$32.9K	0.24%	70
2023 Q3	$460K	Buy	8,421 +1,619	+24%	+$94K	0.18%	88
2023 Q2	$376K	Buy	6,802 +2,815	+71%	+$165K	0.14%	101
2023 Q1	$238K	Buy	+3,987	New	+$251K	0.1%	80

Other funds holding UHAL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's UHAL Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in U-Haul Holding Co (UHAL) in Q2 2025: 10,324 shares worth $675K. The stake represents 0.26% of the portfolio and ranks #80 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in UHAL as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in UHAL in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.06M in Q3 2024. 212 funds tracked by Wall St. Rank hold UHAL as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 10,324 shares of U-Haul Holding Co worth $675K as of Q2 2025.
U-Haul Holding Co was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
U-Haul Holding Co made up 0.26% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #80 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in U-Haul Holding Co in Q1 2023 and has held it in 9 quarters since.
Oliver Lagore Vanvalin Investment Group's U-Haul Holding Co position peaked at $1.06M in Q3 2024.
212 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.