Osaic Holdings
UHAL icon

Osaic Holdings’s U-Haul Holding Co UHAL Stock Holding History

Osaic Holdings’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 		$519K Buy
10,866
+683
+7% +$35K ﹤0.01% 3313
2025
Q4 		$513K Sell
10,183
-1,845
-15% -$98.2K ﹤0.01% 3312
2025
Q3 		$692K Sell
12,028
-405
-3% -$23.9K ﹤0.01% 3140
2025
Q2 		$753K Sell
12,433
-164
-1% -$10.3K ﹤0.01% 2758
2025
Q1 		$823K Buy
12,597
+8,838
+235% +$612K ﹤0.01% 2416
2024
Q4 		$260K Sell
3,759
-346
-8% -$25.1K ﹤0.01% 3373
2024
Q3 		$318K Buy
4,105
+2,211
+117% +$151K ﹤0.01% 3264
2024
Q2 		$117K Sell
1,894
-844
-31% -$54.9K ﹤0.01% 4011
2024
Q1 		$185K Sell
2,738
-175
-6% -$11.6K ﹤0.01% 3763
2023
Q4 		$209K Sell
2,913
-1,030
-26% -$58.4K ﹤0.01% 3885
2023
Q3 		$215K Buy
3,943
+224
+6% +$13K ﹤0.01% 3939
2023
Q2 		$206K Buy
3,719
+586
+19% +$34.4K ﹤0.01% 3863
2023
Q1 		$187K Buy
3,133
+841
+37% +$52.9K ﹤0.01% 3919
2022
Q4 		$138K Sell
2,292
-8,758
-79% -$504K ﹤0.01% 4171
2022
Q3 		$562K Sell
11,050
-90
-0.8% -$4.71K ﹤0.01% 2778
2022
Q2 		$534K Sell
11,140
-40
-0.4% -$2.07K ﹤0.01% 2859
2022
Q1 		$668K Sell
11,180
-390
-3% -$24K ﹤0.01% 2943
2021
Q4 		$840K Buy
11,570
+1,120
+11% +$80.6K ﹤0.01% 2566
2021
Q3 		$675K Buy
10,450
+60
+0.6% +$3.76K ﹤0.01% 2719
2021
Q2 		$617K Sell
10,390
-150
-1% -$8.79K ﹤0.01% 2792
2021
Q1 		$645K Sell
10,540
-3,070
-23% -$163K ﹤0.01% 2617
2020
Q4 		$618K Sell
13,610
-990
-7% -$39.4K ﹤0.01% 2450
2020
Q3 		$519K Sell
14,600
-1,030
-7% -$35.1K ﹤0.01% 2386
2020
Q2 		$472K Sell
15,630
-2,916,490
-99% -$85.5M ﹤0.01% 2393
2020
Q1 		$184K Buy
+2,932,120
New +$99M ﹤0.01% 2944

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

Osaic Holdings's UHAL Position: Q1 2026 in Review

Osaic Holdings increased its U-Haul Holding Co (UHAL) stake by 6.7% in Q1 2026, buying an estimated $35K and bringing the position to 10,866 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #3313.

Osaic Holdings first reported a position in UHAL in Q1 2020 and has held it in 25 quarters since. The position peaked at $840K in Q4 2021. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Osaic Holdings held 10,866 shares of U-Haul Holding Co worth $519K as of Q1 2026.
  • Osaic Holdings bought 683 U-Haul Holding Co shares in Q1 2026, an estimated $35K.
  • U-Haul Holding Co made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3313 holding.
  • Osaic Holdings first reported a position in U-Haul Holding Co in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's U-Haul Holding Co position peaked at $840K in Q4 2021.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.