Russell Investments Group
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Russell Investments Group’s U-Haul Holding Co UHAL Stock Holding History

Russell Investments Group’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 		$5.53M Buy
84,524
+50,986
+152% +$2.8M ﹤0.01% 1443
2026
Q1 		$1.6M Buy
33,538
+29,934
+831% +$1.53M ﹤0.01% 1982
2025
Q4 		$182K Buy
3,604
+253
+8% +$13.5K ﹤0.01% 2878
2025
Q3 		$191K Buy
3,351
+1,868
+126% +$110K ﹤0.01% 2828
2025
Q2 		$89.8K Buy
1,483
+742
+100% +$46.4K ﹤0.01% 2849
2025
Q1 		$48.4K Buy
741
+372
+101% +$25.8K ﹤0.01% 2915
2024
Q4 		$25.5K Buy
369
+183
+98% +$13.3K ﹤0.01% 2961
2024
Q3 		$14.4K Sell
186
-19,177
-99% -$1.31M ﹤0.01% 3024
2024
Q2 		$1.2M Sell
19,363
-15,755
-45% -$1.03M ﹤0.01% 1888
2024
Q1 		$2.37M Sell
35,118
-2,100
-6% -$139K ﹤0.01% 1562
2023
Q4 		$2.67M Buy
37,218
+6,260
+20% +$355K ﹤0.01% 1457
2023
Q3 		$1.69M Buy
30,958
+28,946
+1,439% +$1.68M ﹤0.01% 1651
2023
Q2 		$111K Sell
2,012
-400
-17% -$23.5K ﹤0.01% 2586
2023
Q1 		$144K Sell
2,412
-1,929
-44% -$121K ﹤0.01% 2533
2022
Q4 		$261K Sell
4,341
-56,719
-93% -$3.26M ﹤0.01% 2504
2022
Q3 		$3.1M Sell
61,060
-77,180
-56% -$4.04M 0.01% 1315
2022
Q2 		$6.61M Sell
138,240
-115,240
-45% -$5.96M 0.01% 950
2022
Q1 		$15.1M Sell
253,480
-2,100
-0.8% -$129K 0.03% 651
2021
Q4 		$18.6M Buy
255,580
+92,550
+57% +$6.66M 0.03% 639
2021
Q3 		$10.5M Sell
163,030
-16,740
-9% -$1.05M 0.02% 855
2021
Q2 		$10.6M Sell
179,770
-491,650
-73% -$28.8M 0.02% 913
2021
Q1 		$41.1M Sell
671,420
-2,910
-0.4% -$155K 0.07% 327
2020
Q4 		$30.6M Sell
674,330
-78,050
-10% -$3.11M 0.06% 369
2020
Q3 		$26.6M Sell
752,380
-70,830
-9% -$2.41M 0.06% 375
2020
Q2 		$24.9M Buy
823,210
+247,210
+43% +$7.24M 0.06% 385
2020
Q1 		$17M Buy
576,000
+14,320
+3% +$484K 0.04% 455
2019
Q4 		$21M Sell
561,680
-66,750
-11% -$2.53M 0.04% 522
2019
Q3 		$24.7M Sell
628,430
-51,360
-8% -$1.9M 0.05% 449
2019
Q2 		$25.6M Buy
679,790
+1,730
+0.3% +$65.9K 0.05% 459
2019
Q1 		$25.1M Buy
678,060
+2,620
+0.4% +$95.2K 0.05% 476
2018
Q4 		$22.2M Sell
675,440
-68,130
-9% -$2.3M 0.05% 446
2018
Q3 		$26.1M Sell
743,570
-4,600
-0.6% -$170K 0.05% 455
2018
Q2 		$26.6M Sell
748,170
-497,310
-40% -$17.3M 0.06% 410
2018
Q1 		$43M Sell
1,245,480
-7,070
-0.6% -$251K 0.07% 325
2017
Q4 		$47.5M Buy
1,252,550
+1,219,740
+3,718% +$45.6M 0.08% 298
2017
Q3 		$1.23M Sell
32,810
-9,560
-23% -$357K ﹤0.01% 2037
2017
Q2 		$1.55M Buy
42,370
+30,870
+268% +$1.12M ﹤0.01% 1881
2017
Q1 		$438K Sell
11,500
-47,100
-80% -$1.77M ﹤0.01% 2474
2016
Q4 		$2.17M Buy
+58,600
New +$2.01M ﹤0.01% 1743

Other funds holding UHAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AC
AXQ Capital Jersey City, New Jersey $920M AUM 18.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Russell Investments Group's UHAL Position: Q2 2026 in Review

Russell Investments Group increased its U-Haul Holding Co (UHAL) stake by 152% in Q2 2026, buying an estimated $2.8M and bringing the position to 84,524 shares worth $5.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

Russell Investments Group first reported a position in UHAL in Q4 2016 and has held it in 39 quarters since. The position peaked at $47.5M in Q4 2017. 91 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Russell Investments Group held 84,524 shares of U-Haul Holding Co worth $5.53M as of Q2 2026.
  • Russell Investments Group bought 50,986 U-Haul Holding Co shares in Q2 2026, an estimated $2.8M.
  • U-Haul Holding Co made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #1443 holding.
  • Russell Investments Group first reported a position in U-Haul Holding Co in Q4 2016 and has held it in 39 quarters since.
  • Russell Investments Group's U-Haul Holding Co position peaked at $47.5M in Q4 2017.
  • 91 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.