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Summit Trail Advisors’s U-Haul Holding Co UHAL Stock Holding History

Summit Trail Advisors’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 		$1.43M Buy
29,918
+11,691
+64% +$599K 0.02% 748
2025
Q4 		$919K Sell
18,227
-1,401
-7% -$74.5K 0.02% 854
2025
Q3 		$1.12M Buy
19,628
+15,170
+340% +$894K 0.02% 768
2025
Q2 		$270K Buy
+4,458
New +$279K ﹤0.01% 970
2018
Q1 		– Sell
-110
Closed -$4K – 1589
2017
Q4 		$4K Buy
+110
New +$4.11K ﹤0.01% 1497

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

Summit Trail Advisors's UHAL Position: Q1 2026 in Review

Summit Trail Advisors increased its U-Haul Holding Co (UHAL) stake by 64% in Q1 2026, buying an estimated $599K and bringing the position to 29,918 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #748.

Summit Trail Advisors first reported a position in UHAL in Q4 2017 and has held it in 5 quarters since. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Summit Trail Advisors held 29,918 shares of U-Haul Holding Co worth $1.43M as of Q1 2026.
  • Summit Trail Advisors bought 11,691 U-Haul Holding Co shares in Q1 2026, an estimated $599K.
  • U-Haul Holding Co made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #748 holding.
  • Summit Trail Advisors first reported a position in U-Haul Holding Co in Q4 2017 and has held it in 5 quarters since.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.