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State Street’s U-Haul Holding Co UHAL Stock Holding History

State Street’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 		$8.43M Buy
176,514
+35,954
+26% +$1.84M ﹤0.01% 2702
2025
Q4 		$7.09M Buy
140,560
+34,719
+33% +$1.85M ﹤0.01% 2820
2025
Q3 		$6.04M Buy
105,841
+9,736
+10% +$574K ﹤0.01% 2920
2025
Q2 		$5.82M Sell
96,105
-39,325
-29% -$2.46M ﹤0.01% 2871
2025
Q1 		$8.85M Sell
135,430
-45,932
-25% -$3.18M ﹤0.01% 2606
2024
Q4 		$12.5M Sell
181,362
-15,105
-8% -$1.1M ﹤0.01% 2490
2024
Q3 		$15.2M Sell
196,467
-1,512
-0.8% -$103K ﹤0.01% 2364
2024
Q2 		$12.2M Sell
197,979
-25,384
-11% -$1.65M ﹤0.01% 2439
2024
Q1 		$15.1M Buy
223,363
+4,518
+2% +$299K ﹤0.01% 2334
2023
Q4 		$15.7M Buy
218,845
+12,369
+6% +$701K ﹤0.01% 2327
2023
Q3 		$11.3M Sell
206,476
-17,542
-8% -$1.02M ﹤0.01% 2523
2023
Q2 		$12.4M Buy
224,018
+1,892
+0.9% +$111K ﹤0.01% 2530
2023
Q1 		$13.2M Sell
222,126
-47,802
-18% -$3.01M ﹤0.01% 2493
2022
Q4 		$16.2M Sell
269,928
-2,466,252
-90% -$142M ﹤0.01% 2389
2022
Q3 		$139M Sell
2,736,180
-41,570
-1% -$2.18M 0.01% 908
2022
Q2 		$133M Sell
2,777,750
-13,220
-0.5% -$684K 0.01% 981
2022
Q1 		$167M Sell
2,790,970
-111,750
-4% -$6.89M 0.01% 949
2021
Q4 		$211M Buy
2,902,720
+177,460
+7% +$12.8M 0.01% 842
2021
Q3 		$176M Buy
2,725,260
+15,250
+0.6% +$956K 0.01% 914
2021
Q2 		$160M Buy
2,710,010
+558,490
+26% +$32.7M 0.01% 978
2021
Q1 		$132M Sell
2,151,520
-269,770
-11% -$14.4M 0.01% 1030
2020
Q4 		$110M Sell
2,421,290
-75,410
-3% -$3M 0.01% 1074
2020
Q3 		$88.9M Buy
2,496,700
+104,090
+4% +$3.55M 0.01% 1044
2020
Q2 		$72.3M Sell
2,392,610
-2,180
-0.1% -$63.9K 0.01% 1188
2020
Q1 		$69.6M Sell
2,394,790
-101,480
-4% -$3.43M 0.01% 1047
2019
Q4 		$93.9M Buy
2,496,270
+96,040
+4% +$3.65M 0.01% 1088
2019
Q3 		$93.6M Buy
2,400,230
+99,210
+4% +$3.67M 0.01% 1043
2019
Q2 		$87.1M Buy
2,301,020
+143,980
+7% +$5.49M 0.01% 1142
2019
Q1 		$80.2M Buy
2,157,040
+245,350
+13% +$8.91M 0.01% 1160
2018
Q4 		$62.8M Buy
1,911,690
+114,200
+6% +$3.86M 0.01% 1214
2018
Q3 		$64.1M Buy
1,797,490
+339,250
+23% +$12.5M ﹤0.01% 1365
2018
Q2 		$51.9M Buy
1,458,240
+128,430
+10% +$4.46M ﹤0.01% 1463
2018
Q1 		$45.9M Sell
1,329,810
-12,200
-0.9% -$434K ﹤0.01% 1470
2017
Q4 		$50.7M Buy
1,342,010
+71,310
+6% +$2.67M ﹤0.01% 1420
2017
Q3 		$47.6M Buy
1,270,700
+58,790
+5% +$2.2M ﹤0.01% 1409
2017
Q2 		$44.4M Sell
1,211,910
-293,860
-20% -$10.7M ﹤0.01% 1435
2017
Q1 		$57.4M Sell
1,505,770
-24,380
-2% -$916K 0.01% 1243
2016
Q4 		$56.6M Buy
1,530,150
+134,220
+10% +$4.6M 0.01% 1201
2016
Q3 		$45.3M Sell
1,395,930
-114,490
-8% -$4.09M ﹤0.01% 1260
2016
Q2 		$56.6M Sell
1,510,420
-184,100
-11% -$6.65M 0.01% 1124
2016
Q1 		$60.5M Buy
1,694,520
+140,770
+9% +$4.9M 0.01% 1087
2015
Q4 		$60.5M Buy
1,553,750
+426,960
+38% +$17.3M 0.01% 1072
2015
Q3 		$44.3M Sell
1,126,790
-32,120
-3% -$1.17M 0.01% 1240
2015
Q2 		$37.9M Sell
1,158,910
-53,270
-4% -$1.74M ﹤0.01% 1433
2015
Q1 		$40M Sell
1,212,180
-1,370
-0.1% -$42.4K ﹤0.01% 1372
2014
Q4 		$34.5M Buy
1,213,550
+21,200
+2% +$575K ﹤0.01% 1422
2014
Q3 		$31.2M Sell
1,192,350
-56,700
-5% -$1.57M ﹤0.01% 1425
2014
Q2 		$36.3M Buy
1,249,050
+78,390
+7% +$2.07M ﹤0.01% 1399
2014
Q1 		$27.2M Buy
1,170,660
+147,650
+14% +$3.41M ﹤0.01% 1548
2013
Q4 		$24.3M Buy
1,023,010
+77,080
+8% +$1.66M ﹤0.01% 1607
2013
Q3 		$17.4M Buy
945,930
+134,840
+17% +$2.33M ﹤0.01% 1789
2013
Q2 		$13.1M Buy
+811,090
New +$13.5M ﹤0.01% 1894

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

State Street's UHAL Position: Q1 2026 in Review

State Street increased its U-Haul Holding Co (UHAL) stake by 26% in Q1 2026, buying an estimated $1.84M and bringing the position to 176,514 shares worth $8.43M. The position accounts for ﹤0.01% of the portfolio, ranked #2702.

State Street first reported a position in UHAL in Q2 2013 and has held it in 52 quarters since. The position peaked at $211M in Q4 2021. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • State Street held 176,514 shares of U-Haul Holding Co worth $8.43M as of Q1 2026.
  • State Street bought 35,954 U-Haul Holding Co shares in Q1 2026, an estimated $1.84M.
  • U-Haul Holding Co made up ﹤0.01% of State Street's portfolio in Q1 2026, its #2702 holding.
  • State Street first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 52 quarters since.
  • State Street's U-Haul Holding Co position peaked at $211M in Q4 2021.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.