Red Tortoise LLC’s U-Haul Holding Co UHAL Stock Holding History

Red Tortoise LLC’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	$143	Hold	3	–	–	﹤0.01%	586
2025 Q4	$151	Hold	3	–	–	﹤0.01%	593
2025 Q3	$171	Hold	3	–	–	﹤0.01%	581
2025 Q2	$182	Hold	3	–	–	﹤0.01%	582
2025 Q1	$196	Hold	3	–	–	﹤0.01%	567
2024 Q4	$207	Hold	3	–	–	﹤0.01%	580
2024 Q3	$232	Hold	3	–	–	﹤0.01%	560
2024 Q2	$185	Hold	3	–	–	﹤0.01%	570
2024 Q1	$203	Hold	3	–	–	﹤0.01%	552
2023 Q4	$215	Hold	3	–	–	﹤0.01%	523
2023 Q3	$164	Hold	3	–	–	﹤0.01%	543
2023 Q2	$166	Hold	3	–	–	﹤0.01%	542
2023 Q1	$179	Hold	3	–	–	﹤0.01%	554
2022 Q4	$181	Buy	+3	New	+$173	﹤0.01%	576
2021 Q4	–	Sell	-30	Closed	-$2K	–	474
2021 Q3	$2K	Buy	+30	New	+$1.88K	﹤0.01%	477

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Red Tortoise LLC's UHAL Position: Q1 2026 in Review

Red Tortoise LLC held its U-Haul Holding Co (UHAL) position steady in Q1 2026 at 3 shares worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Red Tortoise LLC first reported a position in UHAL in Q3 2021 and has held it in 15 quarters since. The position peaked at $2K in Q3 2021. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

Red Tortoise LLC held 3 shares of U-Haul Holding Co worth $143 as of Q1 2026.
Red Tortoise LLC left its U-Haul Holding Co share count unchanged in Q1 2026.
U-Haul Holding Co made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #586 holding.
Red Tortoise LLC first reported a position in U-Haul Holding Co in Q3 2021 and has held it in 15 quarters since.
Red Tortoise LLC's U-Haul Holding Co position peaked at $2K in Q3 2021.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.