Quadcap Wealth Management’s U-Haul Holding Co UHAL Stock Holding History

Quadcap Wealth Management’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	$235K	Buy	+3,584	New	+$197K	0.02%	379
2025 Q4	–	Sell	-3,918	Closed	-$224K	–	419
2025 Q3	$224K	Sell	3,918 -82	-2%	-$4.83K	0.03%	368
2025 Q2	$242K	Buy	4,000 +164	+4%	+$10.3K	0.03%	346
2025 Q1	$251K	Sell	3,836 -31	-0.8%	-$2.15K	0.04%	331
2024 Q4	$267K	Sell	3,867 -289	-7%	-$21K	0.04%	324
2024 Q3	$322K	Buy	4,156 +204	+5%	+$13.9K	0.05%	301
2024 Q2	$244K	Hold	3,952	–	–	0.04%	338
2024 Q1	$267K	Buy	3,952 +156	+4%	+$10.3K	0.06%	282
2023 Q4	$273K	Buy	+3,796	New	+$215K	0.07%	275

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Quadcap Wealth Management's UHAL Position: Q2 2026 in Review

Quadcap Wealth Management opened a new position in U-Haul Holding Co (UHAL) in Q2 2026: 3,584 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #379 among its holdings. This is a return to the name: Quadcap Wealth Management previously reported a position in UHAL as recently as Q3 2025.

Quadcap Wealth Management first reported a position in UHAL in Q4 2023 and has held it in 9 quarters since. The position peaked at $322K in Q3 2024. 227 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Quadcap Wealth Management held 3,584 shares of U-Haul Holding Co worth $235K as of Q2 2026.
U-Haul Holding Co was a new Quadcap Wealth Management position in Q2 2026.
U-Haul Holding Co made up 0.02% of Quadcap Wealth Management's portfolio in Q2 2026, its #379 holding.
Quadcap Wealth Management first reported a position in U-Haul Holding Co in Q4 2023 and has held it in 9 quarters since.
Quadcap Wealth Management's U-Haul Holding Co position peaked at $322K in Q3 2024.
227 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.