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Optas LLC’s U-Haul Holding Co UHAL Stock Holding History

Optas LLC’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
Q2 		$244K Buy
+3,722
New +$204K 0.03% 385
2026
Q1 		– Sell
-8,278
Closed -$417K – 541
2025
Q4 		$417K Buy
8,278
+4,147
+100% +$221K 0.07% 212
2025
Q3 		$236K Buy
+4,131
New +$243K 0.04% 325
2025
Q1 		– Sell
-3,174
Closed -$219K – 340
2024
Q4 		$219K Buy
+3,174
New +$230K 0.05% 236

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Optas LLC's UHAL Position: Q2 2026 in Review

Optas LLC opened a new position in U-Haul Holding Co (UHAL) in Q2 2026: 3,722 shares worth $244K. The stake represents 0.03% of the portfolio and ranks #385 among its holdings. This is a return to the name: Optas LLC previously reported a position in UHAL as recently as Q4 2025.

Optas LLC first reported a position in UHAL in Q4 2024 and has held it in 4 quarters since. The position peaked at $417K in Q4 2025. 227 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Optas LLC held 3,722 shares of U-Haul Holding Co worth $244K as of Q2 2026.
  • U-Haul Holding Co was a new Optas LLC position in Q2 2026.
  • U-Haul Holding Co made up 0.03% of Optas LLC's portfolio in Q2 2026, its #385 holding.
  • Optas LLC first reported a position in U-Haul Holding Co in Q4 2024 and has held it in 4 quarters since.
  • Optas LLC's U-Haul Holding Co position peaked at $417K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.