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
Q2 		$882K Buy
13,482
+2,616
+24% +$143K ﹤0.01% 3131
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 Buy
15,630
+9,310
+147% +$273K ﹤0.01% 2393
2020
Q1 		$184K Buy
+6,320
New +$213K ﹤0.01% 2944

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

Osaic Holdings's UHAL Position: Q2 2026 in Review

Osaic Holdings increased its U-Haul Holding Co (UHAL) stake by 24% in Q2 2026, buying an estimated $143K and bringing the position to 13,482 shares worth $882K. The position accounts for ﹤0.01% of the portfolio, ranked #3131.

Osaic Holdings first reported a position in UHAL in Q1 2020 and has held it in 26 quarters since. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Osaic Holdings held 13,482 shares of U-Haul Holding Co worth $882K as of Q2 2026.
  • Osaic Holdings bought 2,616 U-Haul Holding Co shares in Q2 2026, an estimated $143K.
  • U-Haul Holding Co made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3131 holding.
  • Osaic Holdings first reported a position in U-Haul Holding Co in Q1 2020 and has held it in 26 quarters since.
  • 226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.