RhumbLine Advisers
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RhumbLine Advisers’s U-Haul Holding Co UHAL Stock Holding History

RhumbLine Advisers’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 		$355K Sell
7,424
-22
-0.3% -$1.13K ﹤0.01% 2818
2025
Q4 		$375K Sell
7,446
-202
-3% -$10.7K ﹤0.01% 2837
2025
Q3 		$436K Sell
7,648
-286
-4% -$16.9K ﹤0.01% 2779
2025
Q2 		$480K Sell
7,934
-319
-4% -$20K ﹤0.01% 2704
2025
Q1 		$539K Sell
8,253
-130
-2% -$9.01K ﹤0.01% 2532
2024
Q4 		$579K Sell
8,383
-1,021
-11% -$74K ﹤0.01% 2579
2024
Q3 		$729K Buy
9,404
+874
+10% +$59.8K ﹤0.01% 2451
2024
Q2 		$527K Sell
8,530
-104
-1% -$6.77K ﹤0.01% 2645
2024
Q1 		$583K Sell
8,634
-1,481
-15% -$97.9K ﹤0.01% 2567
2023
Q4 		$726K Sell
10,115
-355
-3% -$20.1K ﹤0.01% 2446
2023
Q3 		$571K Sell
10,470
-838
-7% -$48.7K ﹤0.01% 2538
2023
Q2 		$626K Buy
11,308
+1,771
+19% +$104K ﹤0.01% 2545
2023
Q1 		$569K Sell
9,537
-246
-3% -$15.5K ﹤0.01% 2379
2022
Q4 		$589K Sell
9,783
-87,237
-90% -$5.02M ﹤0.01% 2386
2022
Q3 		$4.94M Buy
97,020
+5,930
+7% +$311K 0.01% 1236
2022
Q2 		$4.36M Buy
91,090
+12,120
+15% +$627K 0.01% 1321
2022
Q1 		$4.71M Sell
78,970
-8,000
-9% -$493K 0.01% 1353
2021
Q4 		$6.32M Buy
86,970
+2,290
+3% +$165K 0.01% 1233
2021
Q3 		$5.47M Sell
84,680
-6,890
-8% -$432K 0.01% 1309
2021
Q2 		$5.4M Sell
91,570
-3,580
-4% -$210K 0.01% 1385
2021
Q1 		$5.83M Sell
95,150
-3,270
-3% -$174K 0.01% 1325
2020
Q4 		$4.47M Buy
98,420
+2,990
+3% +$119K 0.01% 1415
2020
Q3 		$3.4M Sell
95,430
-2,730
-3% -$93K 0.01% 1394
2020
Q2 		$2.97M Buy
98,160
+3,150
+3% +$92.3K 0.01% 1498
2020
Q1 		$2.76M Buy
95,010
+20,410
+27% +$689K 0.01% 1374
2019
Q4 		$2.8M Sell
74,600
-10,990
-13% -$417K ﹤0.01% 1606
2019
Q3 		$3.34M Buy
85,590
+1,830
+2% +$67.6K 0.01% 1414
2019
Q2 		$3.17M Buy
83,760
+26,640
+47% +$1.01M 0.01% 1452
2019
Q1 		$2.12M Sell
57,120
-9,270
-14% -$337K ﹤0.01% 1671
2018
Q4 		$2.18M Buy
66,390
+1,140
+2% +$38.5K ﹤0.01% 1590
2018
Q3 		$2.33M Sell
65,250
-2,040
-3% -$75.3K ﹤0.01% 1572
2018
Q2 		$2.4M Buy
67,290
+15,280
+29% +$531K ﹤0.01% 1575
2018
Q1 		$1.79M Sell
52,010
-260
-0.5% -$9.24K ﹤0.01% 1667
2017
Q4 		$1.98M Sell
52,270
-270
-0.5% -$10.1K ﹤0.01% 1628
2017
Q3 		$1.97M Buy
52,540
+280
+0.5% +$10.5K ﹤0.01% 1632
2017
Q2 		$1.91M Sell
52,260
-20,980
-29% -$761K ﹤0.01% 1611
2017
Q1 		$2.79M Buy
73,240
+2,110
+3% +$79.3K 0.01% 1359
2016
Q4 		$2.63M Buy
71,130
+4,010
+6% +$138K 0.01% 1292
2016
Q3 		$2.18M Buy
67,120
+2,110
+3% +$75.4K 0.01% 1347
2016
Q2 		$2.44M Buy
65,010
+2,480
+4% +$89.6K 0.01% 1219
2016
Q1 		$2.23M Buy
62,530
+280
+0.4% +$9.74K 0.01% 1300
2015
Q4 		$2.42M Sell
62,250
-6,080
-9% -$246K 0.01% 1227
2015
Q3 		$2.69M Buy
68,330
+1,620
+2% +$58.9K 0.01% 1155
2015
Q2 		$2.18M Buy
66,710
+1,880
+3% +$61.4K 0.01% 1343
2015
Q1 		$2.14M Buy
64,830
+690
+1% +$21.3K 0.01% 1358
2014
Q4 		$1.82M Buy
64,140
+620
+1% +$16.8K 0.01% 1413
2014
Q3 		$1.66M Buy
63,520
+500
+0.8% +$13.8K 0.01% 1455
2014
Q2 		$1.83M Sell
63,020
-1,210
-2% -$32K 0.01% 1434
2014
Q1 		$1.49M Sell
64,230
-2,960
-4% -$68.5K ﹤0.01% 1546
2013
Q4 		$1.6M Sell
67,190
-6,450
-9% -$139K ﹤0.01% 1508
2013
Q3 		$1.36M Sell
73,640
-35,720
-33% -$617K ﹤0.01% 1575
2013
Q2 		$1.77M Buy
+109,360
New +$1.82M 0.01% 1390

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

RhumbLine Advisers's UHAL Position: Q1 2026 in Review

RhumbLine Advisers reduced its U-Haul Holding Co (UHAL) stake by 0.3% in Q1 2026, selling an estimated $1.13K and leaving 7,424 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #2818.

RhumbLine Advisers first reported a position in UHAL in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.32M in Q4 2021. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • RhumbLine Advisers held 7,424 shares of U-Haul Holding Co worth $355K as of Q1 2026.
  • RhumbLine Advisers sold 22 U-Haul Holding Co shares in Q1 2026, an estimated $1.13K.
  • U-Haul Holding Co made up ﹤0.01% of RhumbLine Advisers's portfolio in Q1 2026, its #2818 holding.
  • RhumbLine Advisers first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 52 quarters since.
  • RhumbLine Advisers's U-Haul Holding Co position peaked at $6.32M in Q4 2021.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on RhumbLine Advisers's 13F filing for Q1 2026, filed 12 May 2026.