Scharf Investments’s U-Haul Holding Co UHAL Stock Holding History

Scharf Investments’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	$27M	Buy	412,078 +90,076	+28%	+$4.94M	0.89%	34
2026 Q1	$15.4M	Sell	322,002 -109,248	-25%	-$5.6M	0.47%	32
2025 Q4	$21.7M	Sell	431,250 -116,865	-21%	-$6.22M	0.58%	34
2025 Q3	$31.3M	Sell	548,115 -901,181	-62%	-$53.1M	0.79%	32
2025 Q2	$81.7M	Buy	1,449,296 +838,380	+137%	+$52.4M	2.35%	21
2025 Q1	$39.9M	Sell	610,916 -24,483	-4%	-$1.7M	1.21%	25
2024 Q4	$43.9M	Sell	635,399 -68,605	-10%	-$4.97M	1.3%	27
2024 Q3	$54.5M	Buy	704,004 +26,976	+4%	+$1.84M	1.5%	25
2024 Q2	$41.8M	Buy	677,028 +8,210	+1%	+$534K	1.19%	27
2024 Q1	$45.2M	Buy	668,818 +11,445	+2%	+$757K	1.22%	25
2023 Q4	$47.2M	Buy	657,373 +82,104	+14%	+$4.66M	1.29%	24
2023 Q3	$31.4M	Buy	575,269 +94,742	+20%	+$5.5M	0.94%	24
2023 Q2	$26.6M	Buy	+480,527	New	+$28.2M	0.8%	25

Other funds holding UHAL

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

NWAG

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Scharf Investments's UHAL Position: Q2 2026 in Review

Scharf Investments increased its U-Haul Holding Co (UHAL) stake by 28% in Q2 2026, buying an estimated $4.94M and bringing the position to 412,078 shares worth $27M. The position accounts for 0.89% of the portfolio, ranked #34.

Scharf Investments first reported a position in UHAL in Q2 2023 and has held it in 13 quarters since. The position peaked at $81.7M in Q2 2025. 21 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Scharf Investments held 412,078 shares of U-Haul Holding Co worth $27M as of Q2 2026.
Scharf Investments bought 90,076 U-Haul Holding Co shares in Q2 2026, an estimated $4.94M.
U-Haul Holding Co made up 0.89% of Scharf Investments's portfolio in Q2 2026, its #34 holding.
Scharf Investments first reported a position in U-Haul Holding Co in Q2 2023 and has held it in 13 quarters since.
Scharf Investments's U-Haul Holding Co position peaked at $81.7M in Q2 2025.
21 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.