Sterling Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Sterling Capital 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	$8.7K	Sell	182 -133	-42%	-$6.82K	﹤0.01%	2450
2025 Q4	$15.9K	Buy	315 +17	+6%	+$904	﹤0.01%	2356
2025 Q3	$17K	Sell	298 -4	-1%	-$236	﹤0.01%	2221
2025 Q2	$18.3K	Buy	302 +47	+18%	+$2.94K	﹤0.01%	1825
2025 Q1	$16.7K	Sell	255 -63	-20%	-$4.37K	﹤0.01%	1712
2024 Q4	$22K	Buy	318 +58	+22%	+$4.21K	﹤0.01%	1846
2024 Q3	$20.1K	Buy	+260	New	+$17.8K	﹤0.01%	1479
2013 Q3	–	Sell	-29,510	Closed	-$478K	–	705
2013 Q2	$478K	Buy	+29,510	New	+$490K	0.01%	275

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

Sterling Capital Management's UHAL Position: Q1 2026 in Review

Sterling Capital Management reduced its U-Haul Holding Co (UHAL) stake by 42% in Q1 2026, selling an estimated $6.82K and leaving 182 shares worth $8.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2450.

Sterling Capital Management first reported a position in UHAL in Q2 2013 and has held it in 8 quarters since. The position peaked at $478K in Q2 2013. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

Sterling Capital Management held 182 shares of U-Haul Holding Co worth $8.7K as of Q1 2026.
Sterling Capital Management sold 133 U-Haul Holding Co shares in Q1 2026, an estimated $6.82K.
U-Haul Holding Co made up ﹤0.01% of Sterling Capital Management's portfolio in Q1 2026, its #2450 holding.
Sterling Capital Management first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 8 quarters since.
Sterling Capital Management's U-Haul Holding Co position peaked at $478K in Q2 2013.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.