Rockefeller Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Rockefeller Capital 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	$1.24K	Sell	19 -1,670	-99%	-$91.6K	﹤0.01%	4513
2026 Q1	$80.7K	Buy	1,689 +1,672	+9,835%	+$85.7K	﹤0.01%	2996
2025 Q4	$857	Sell	17 -628	-97%	-$33.4K	﹤0.01%	4472
2025 Q3	$36.8K	Buy	+645	New	+$38K	﹤0.01%	3060
2023 Q1	–	Sell	-324	Closed	-$19K	–	3779
2022 Q4	$19K	Sell	324 -2,916	-90%	-$168K	﹤0.01%	2833
2022 Q3	$164K	Sell	3,240 -50	-2%	-$2.62K	﹤0.01%	1737
2022 Q2	$157K	Sell	3,290 -470	-13%	-$24.3K	﹤0.01%	1723
2022 Q1	$224K	Buy	3,760 +470	+14%	+$29K	﹤0.01%	1636
2021 Q4	$238K	Hold	3,290	–	–	﹤0.01%	1578
2021 Q3	$212K	Hold	3,290	–	–	﹤0.01%	1567
2021 Q2	$193K	Hold	3,290	–	–	﹤0.01%	1524
2021 Q1	$201K	Hold	3,290	–	–	﹤0.01%	1331
2020 Q4	$149K	Hold	3,290	–	–	﹤0.01%	1290
2020 Q3	$117K	Sell	3,290 -620	-16%	-$21.1K	﹤0.01%	1202
2020 Q2	$118K	Hold	3,910	–	–	﹤0.01%	1114
2020 Q1	$114K	Buy	3,910 +600	+18%	+$20.3K	﹤0.01%	981
2019 Q4	$124K	Buy	3,310 +320	+11%	+$12.1K	﹤0.01%	904
2019 Q3	$117K	Buy	2,990 +50	+2%	+$1.85K	﹤0.01%	751
2019 Q2	$111K	Buy	+2,940	New	+$112K	﹤0.01%	668

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

Rockefeller Capital Management's UHAL Position: Q2 2026 in Review

Rockefeller Capital Management reduced its U-Haul Holding Co (UHAL) stake by 99% in Q2 2026, selling an estimated $91.6K and leaving 19 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #4513.

Rockefeller Capital Management first reported a position in UHAL in Q2 2019 and has held it in 19 quarters since. The position peaked at $238K in Q4 2021. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Rockefeller Capital Management held 19 shares of U-Haul Holding Co worth $1.24K as of Q2 2026.
Rockefeller Capital Management sold 1,670 U-Haul Holding Co shares in Q2 2026, an estimated $91.6K.
U-Haul Holding Co made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4513 holding.
Rockefeller Capital Management first reported a position in U-Haul Holding Co in Q2 2019 and has held it in 19 quarters since.
Rockefeller Capital Management's U-Haul Holding Co position peaked at $238K in Q4 2021.
226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.