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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
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 $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

Optas LLC's UHAL Position: Q1 2026 in Review

Optas LLC sold out of U-Haul Holding Co (UHAL) in Q1 2026, closing a stake of 8,278 shares — an estimated $417K sold.

Optas LLC first reported a position in UHAL in Q4 2024 and held it in 3 quarters. The position peaked at $417K in Q4 2025. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Optas LLC reported no remaining U-Haul Holding Co position as of Q1 2026 after selling out during the quarter.
  • Optas LLC sold 8,278 U-Haul Holding Co shares in Q1 2026, an estimated $417K.
  • Optas LLC first reported a position in U-Haul Holding Co in Q4 2024 and held it in 3 quarters.
  • Optas LLC's U-Haul Holding Co position peaked at $417K in Q4 2025.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Optas LLC's 13F filing for Q1 2026, filed 27 Apr 2026.