Rockefeller Capital Management
UHAL icon

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
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
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

Rockefeller Capital Management's UHAL Position: Q1 2026 in Review

Rockefeller Capital Management increased its U-Haul Holding Co (UHAL) stake by 9,835% in Q1 2026, buying an estimated $85.7K and bringing the position to 1,689 shares worth $80.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2996.

Rockefeller Capital Management first reported a position in UHAL in Q2 2019 and has held it in 18 quarters since. The position peaked at $238K in Q4 2021. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Rockefeller Capital Management held 1,689 shares of U-Haul Holding Co worth $80.7K as of Q1 2026.
  • Rockefeller Capital Management bought 1,672 U-Haul Holding Co shares in Q1 2026, an estimated $85.7K.
  • U-Haul Holding Co made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2996 holding.
  • Rockefeller Capital Management first reported a position in U-Haul Holding Co in Q2 2019 and has held it in 18 quarters since.
  • Rockefeller Capital Management's U-Haul Holding Co position peaked at $238K in Q4 2021.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.