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Orvieto Partners’s U-Haul Holding Co UHAL Stock Holding History

Orvieto Partners’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 		$3.36M Sell
51,418
-27,785
-35% -$1.52M 2.19% 19
2026
Q1 		$3.78M Sell
79,203
-47,797
-38% -$2.45M 3.24% 12
2025
Q4 		$6.4M Buy
127,000
+119,000
+1,488% +$6.33M 5.18% 5
2025
Q3 		$457K Sell
8,000
-3,000
-27% -$177K 0.38% 41
2025
Q2 		$666K Hold
11,000
– – 0.59% 35
2025
Q1 		$719K Hold
11,000
– – 0.63% 35
2024
Q4 		$760K Buy
+11,000
New +$798K 0.64% 34

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

Orvieto Partners's UHAL Position: Q2 2026 in Review

Orvieto Partners reduced its U-Haul Holding Co (UHAL) stake by 35% in Q2 2026, selling an estimated $1.52M and leaving 51,418 shares worth $3.36M. The position accounts for 2.19% of the portfolio, ranked #19.

Orvieto Partners first reported a position in UHAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.4M in Q4 2025. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Orvieto Partners held 51,418 shares of U-Haul Holding Co worth $3.36M as of Q2 2026.
  • Orvieto Partners sold 27,785 U-Haul Holding Co shares in Q2 2026, an estimated $1.52M.
  • U-Haul Holding Co made up 2.19% of Orvieto Partners's portfolio in Q2 2026, its #19 holding.
  • Orvieto Partners first reported a position in U-Haul Holding Co in Q4 2024 and has held it in 7 quarters since.
  • Orvieto Partners's U-Haul Holding Co position peaked at $6.4M in Q4 2025.
  • 226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Orvieto Partners's 13F filing for Q2 2026, filed 13 Aug 2026.