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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
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 $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

Orvieto Partners's UHAL Position: Q1 2026 in Review

Orvieto Partners reduced its U-Haul Holding Co (UHAL) stake by 38% in Q1 2026, selling an estimated $2.45M and leaving 79,203 shares worth $3.78M. The position accounts for 3.24% of the portfolio, ranked #12.

Orvieto Partners first reported a position in UHAL in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.4M in Q4 2025. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Orvieto Partners held 79,203 shares of U-Haul Holding Co worth $3.78M as of Q1 2026.
  • Orvieto Partners sold 47,797 U-Haul Holding Co shares in Q1 2026, an estimated $2.45M.
  • U-Haul Holding Co made up 3.24% of Orvieto Partners's portfolio in Q1 2026, its #12 holding.
  • Orvieto Partners first reported a position in U-Haul Holding Co in Q4 2024 and has held it in 6 quarters since.
  • Orvieto Partners's U-Haul Holding Co position peaked at $6.4M in Q4 2025.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Orvieto Partners's 13F filing for Q1 2026, filed 14 May 2026.