Smartleaf Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Smartleaf Asset 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	$1.9K	Sell	41 -2	-5%	-$103	﹤0.01%	2967
2025 Q4	$2.19K	Sell	43 -7	-14%	-$372	﹤0.01%	2962
2025 Q3	$2.88K	Buy	50 +22	+79%	+$1.3K	﹤0.01%	2517
2025 Q2	$1.71K	Sell	28 -28	-50%	-$1.75K	﹤0.01%	2379
2025 Q1	$3.64K	Buy	56 +2	+4%	+$139	﹤0.01%	2300
2024 Q4	$3.72K	Hold	54	–	–	﹤0.01%	2349
2024 Q3	$4.21K	Buy	54 +50	+1,250%	+$3.42K	﹤0.01%	2195
2024 Q2	$248	Buy	+4	New	+$260	﹤0.01%	2655

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Smartleaf Asset Management's UHAL Position: Q1 2026 in Review

Smartleaf Asset Management reduced its U-Haul Holding Co (UHAL) stake by 4.7% in Q1 2026, selling an estimated $103 and leaving 41 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2967.

Smartleaf Asset Management first reported a position in UHAL in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.21K in Q3 2024. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

Smartleaf Asset Management held 41 shares of U-Haul Holding Co worth $1.9K as of Q1 2026.
Smartleaf Asset Management sold 2 U-Haul Holding Co shares in Q1 2026, an estimated $103.
U-Haul Holding Co made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2967 holding.
Smartleaf Asset Management first reported a position in U-Haul Holding Co in Q2 2024 and has held it in 8 quarters since.
Smartleaf Asset Management's U-Haul Holding Co position peaked at $4.21K in Q3 2024.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.