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State of Wyoming’s U-Haul Holding Co UHAL Stock Holding History

State of Wyoming’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 		$376K Buy
7,860
+5,366
+215% +$275K 0.04% 533
2025
Q4 		$126K Sell
2,494
-529
-17% -$28.1K 0.01% 1231
2025
Q3 		$173K Buy
+3,023
New +$178K 0.02% 1056
2025
Q2 		– Sell
-4,818
Closed -$315K – 2119
2025
Q1 		$315K Buy
+4,818
New +$334K 0.04% 523
2022
Q3 		– Sell
-960
Closed -$46K – 1949
2022
Q2 		$46K Buy
960
+510
+113% +$26.4K 0.03% 991
2022
Q1 		$27K Sell
450
-60
-12% -$3.7K 0.01% 1359
2021
Q4 		$37K Buy
510
+10
+2% +$720 0.02% 1246
2021
Q3 		$32K Buy
500
+30
+6% +$1.88K 0.02% 872
2021
Q2 		$28K Buy
470
+170
+57% +$9.96K 0.02% 871
2021
Q1 		$18K Buy
+300
New +$16K 0.03% 334

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $134B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return