O'Shaughnessy Asset Management’s U-Haul Holding Co UHAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $196 | Buy |
3
+1
| +50% | +$55 | ﹤0.01% | 2572 |
|
|
2026
Q1 | $96 | Sell |
2
-42
| -95% | -$2.15K | ﹤0.01% | 2623 |
|
|
2025
Q4 | $2.22K | Sell |
44
-947
| -96% | -$50.4K | ﹤0.01% | 2534 |
|
|
2025
Q3 | $56.6K | Buy |
991
+264
| +36% | +$15.6K | ﹤0.01% | 2170 |
|
|
2025
Q2 | $44K | Sell |
727
-23
| -3% | -$1.44K | ﹤0.01% | 2047 |
|
|
2025
Q1 | $49K | Buy |
750
+1
| +0.1% | +$69 | ﹤0.01% | 1987 |
|
|
2024
Q4 | $51.7K | Sell |
749
-266
| -26% | -$19.3K | ﹤0.01% | 1934 |
|
|
2024
Q3 | $75.6K | Buy |
1,015
+17
| +2% | +$1.16K | ﹤0.01% | 1830 |
|
|
2024
Q2 | $61.6K | Sell |
998
-1
| -0.1% | -$65 | ﹤0.01% | 1692 |
|
|
2024
Q1 | $67.5K | Buy |
999
+1
| +0.1% | +$66 | ﹤0.01% | 1639 |
|
|
2023
Q4 | $71.7K | Buy |
998
+344
| +53% | +$19.5K | ﹤0.01% | 1528 |
|
|
2023
Q3 | $35.7K | Buy |
+654
| New | +$38K | ﹤0.01% | 1474 |
|
|
2023
Q2 | – | Sell |
-818
| Closed | -$48.8K | – | 1581 |
|
|
2023
Q1 | $48.8K | Sell |
818
-4
| -0.5% | -$252 | ﹤0.01% | 1349 |
|
|
2022
Q4 | $49.5K | Sell |
822
-4,508
| -85% | -$259K | ﹤0.01% | 1262 |
|
|
2022
Q3 | $271K | Buy |
+5,330
| New | +$279K | 0.01% | 975 |
|
|
2021
Q4 | – | Sell |
-20
| Closed | -$1K | – | 2418 |
|
|
2021
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 2649 |
|
|
2021
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 2503 |
|
|
2021
Q1 | $1K | Buy |
20
+10
| +100% | +$532 | ﹤0.01% | 2283 |
|
|
2020
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 2231 |
|
|
2020
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 2007 |
|
|
2020
Q2 | $0 | Buy |
+10
| New | +$293 | ﹤0.01% | 1903 |
|
|
2020
Q1 | – | Sell |
-10
| Closed | – | – | 1811 |
|
|
2019
Q4 | $0 | Buy |
+10
| New | +$380 | ﹤0.01% | 1904 |
|
|
2016
Q4 | – | Sell |
-8,210
| Closed | -$265K | – | 987 |
|
|
2016
Q3 | $265K | Hold |
8,210
| – | – | 0.01% | 433 |
|
|
2016
Q2 | $308K | Sell |
8,210
-40
| -0.5% | -$1.45K | 0.01% | 413 |
|
|
2016
Q1 | $285K | Hold |
8,250
| – | – | 0.01% | 405 |
|
|
2015
Q4 | $321K | Buy |
+8,250
| New | +$333K | 0.01% | 412 |
|
|
2014
Q2 | – | Sell |
-23,910
| Closed | -$554K | – | 1049 |
|
|
2014
Q1 | $554K | Sell |
23,910
-71,440
| -75% | -$1.65M | 0.01% | 393 |
|
|
2013
Q4 | $2.26M | Sell |
95,350
-4,900
| -5% | -$105K | 0.05% | 228 |
|
|
2013
Q3 | $1.84M | Sell |
100,250
-4,420
| -4% | -$76.3K | 0.04% | 244 |
|
|
2013
Q2 | $1.7M | Buy |
+104,670
| New | +$1.74M | 0.05% | 256 |
|
Other funds holding UHAL
SI
O'Shaughnessy Asset Management's UHAL Position: Q2 2026 in Review
O'Shaughnessy Asset Management increased its U-Haul Holding Co (UHAL) stake by 50% in Q2 2026, buying an estimated $55 and bringing the position to 3 shares worth $196. The position accounts for ﹤0.01% of the portfolio, ranked #2572.
O'Shaughnessy Asset Management first reported a position in UHAL in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.26M in Q4 2013. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.
- O'Shaughnessy Asset Management held 3 shares of U-Haul Holding Co worth $196 as of Q2 2026.
- O'Shaughnessy Asset Management bought 1 U-Haul Holding Co share in Q2 2026, an estimated $55.
- U-Haul Holding Co made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2572 holding.
- O'Shaughnessy Asset Management first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 30 quarters since.
- O'Shaughnessy Asset Management's U-Haul Holding Co position peaked at $2.26M in Q4 2013.
- 226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.
Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.