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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
Q2 		$1.61M Sell
24,674
-5,244
-18% -$288K 0.02% 748
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 $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Summit Trail Advisors's UHAL Position: Q2 2026 in Review

Summit Trail Advisors reduced its U-Haul Holding Co (UHAL) stake by 18% in Q2 2026, selling an estimated $288K and leaving 24,674 shares worth $1.61M. 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 6 quarters since. 227 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Summit Trail Advisors held 24,674 shares of U-Haul Holding Co worth $1.61M as of Q2 2026.
  • Summit Trail Advisors sold 5,244 U-Haul Holding Co shares in Q2 2026, an estimated $288K.
  • U-Haul Holding Co made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #748 holding.
  • Summit Trail Advisors first reported a position in U-Haul Holding Co in Q4 2017 and has held it in 6 quarters since.
  • 227 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.