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 Q2	$14.7K	Buy	224 +42	+23%	+$2.3K	﹤0.01%	2033
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 $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Sterling Capital Management's UHAL Position: Q2 2026 in Review

Sterling Capital Management increased its U-Haul Holding Co (UHAL) stake by 23% in Q2 2026, buying an estimated $2.3K and bringing the position to 224 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

Sterling Capital Management first reported a position in UHAL in Q2 2013 and has held it in 9 quarters since. The position peaked at $478K in Q2 2013. 227 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Sterling Capital Management held 224 shares of U-Haul Holding Co worth $14.7K as of Q2 2026.
Sterling Capital Management bought 42 U-Haul Holding Co shares in Q2 2026, an estimated $2.3K.
U-Haul Holding Co made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #2033 holding.
Sterling Capital Management first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 9 quarters since.
Sterling Capital Management's U-Haul Holding Co position peaked at $478K in Q2 2013.
227 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.