Systematic Financial Management’s U-Haul Holding Co UHAL Stock Holding History

Systematic Financial 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	$717	Hold	15	–	–	﹤0.01%	247
2025 Q4	$756	Sell	15 -1,127	-99%	-$60K	﹤0.01%	251
2025 Q3	$65.2K	Sell	1,142 -500	-30%	-$29.5K	﹤0.01%	240
2025 Q2	$99.4K	Hold	1,642	–	–	﹤0.01%	238
2025 Q1	$107K	Hold	1,642	–	–	﹤0.01%	238
2024 Q4	$113K	Hold	1,642	–	–	﹤0.01%	242
2024 Q3	$127K	Sell	1,642 -237	-13%	-$16.2K	﹤0.01%	325
2024 Q2	$116K	Sell	1,879 -40	-2%	-$2.6K	﹤0.01%	239
2024 Q1	$130K	Sell	1,919 -50	-3%	-$3.31K	﹤0.01%	243
2023 Q4	$141K	Hold	1,969	–	–	﹤0.01%	224
2023 Q3	$107K	Sell	1,969 -575	-23%	-$33.4K	﹤0.01%	223
2023 Q2	$141K	Sell	2,544 -22,063	-90%	-$1.29M	﹤0.01%	218
2023 Q1	$1.47M	Sell	24,607 -1,460	-6%	-$91.9K	0.05%	174
2022 Q4	$1.57M	Sell	26,067 -295,443	-92%	-$17M	0.05%	172
2022 Q3	$16.4M	Sell	321,510 -87,000	-21%	-$4.56M	0.6%	71
2022 Q2	$19.5M	Sell	408,510 -4,190	-1%	-$217K	0.68%	64
2022 Q1	$24.6M	Buy	412,700 +8,010	+2%	+$494K	0.77%	48
2021 Q4	$29.4M	Sell	404,690 -40,170	-9%	-$2.89M	0.87%	31
2021 Q3	$28.7M	Sell	444,860 -5,040	-1%	-$316K	0.89%	33
2021 Q2	$26.5M	Buy	449,900 +75,570	+20%	+$4.43M	0.8%	43
2021 Q1	$22.9M	Sell	374,330 -5,320	-1%	-$283K	0.84%	38
2020 Q4	$17.2M	Sell	379,650 -3,140	-0.8%	-$125K	0.76%	49
2020 Q3	$13.6M	Sell	382,790 -17,100	-4%	-$583K	0.75%	56
2020 Q2	$12.1M	Sell	399,890 -45,330	-10%	-$1.33M	0.63%	63
2020 Q1	$12.9M	Sell	445,220 -117,940	-21%	-$3.98M	0.79%	42
2019 Q4	$21.2M	Buy	563,160 +86,900	+18%	+$3.3M	0.83%	35
2019 Q3	$18.6M	Buy	476,260 +52,200	+12%	+$1.93M	0.83%	35
2019 Q2	$16.1M	Buy	424,060 +16,780	+4%	+$639K	0.62%	50
2019 Q1	$15.1M	Buy	407,280 +28,270	+7%	+$1.03M	0.52%	63
2018 Q4	$12.4M	Buy	379,010 +51,630	+16%	+$1.74M	0.38%	95
2018 Q3	$11.7M	Buy	327,380 +3,440	+1%	+$127K	0.28%	142
2018 Q2	$11.5M	Sell	323,940 -208,460	-39%	-$7.25M	0.28%	144
2018 Q1	$18.4M	Buy	532,400 +110,210	+26%	+$3.92M	0.41%	77
2017 Q4	$16M	Buy	422,190 +112,540	+36%	+$4.21M	0.32%	109
2017 Q3	$11.6M	Buy	309,650 +11,210	+4%	+$419K	0.24%	138
2017 Q2	$10.9M	Sell	298,440 -183,070	-38%	-$6.64M	0.2%	143
2017 Q1	$18.4M	Sell	481,510 -24,170	-5%	-$908K	0.33%	93
2016 Q4	$18.7M	Sell	505,680 -182,580	-27%	-$6.26M	0.3%	100
2016 Q3	$22.3M	Sell	688,260 -41,210	-6%	-$1.47M	0.31%	95
2016 Q2	$27.3M	Sell	729,470 -63,690	-8%	-$2.3M	0.37%	73
2016 Q1	$28.3M	Buy	793,160 +339,330	+75%	+$11.8M	0.35%	85
2015 Q4	$17.7M	Sell	453,830 -56,500	-11%	-$2.28M	0.19%	103
2015 Q3	$20.1M	Sell	510,330 -66,650	-12%	-$2.42M	0.21%	106
2015 Q2	$18.9M	Sell	576,980 -10,570	-2%	-$345K	0.16%	143
2015 Q1	$19.4M	Sell	587,550 -21,570	-4%	-$667K	0.15%	151
2014 Q4	$17.3M	Sell	609,120 -148,640	-20%	-$4.03M	0.13%	161
2014 Q3	$19.8M	Sell	757,760 -54,820	-7%	-$1.52M	0.14%	152
2014 Q2	$23.6M	Sell	812,580 -55,220	-6%	-$1.46M	0.16%	148
2014 Q1	$20.1M	Sell	867,800 -724,280	-45%	-$16.8M	0.14%	171
2013 Q4	$37.9M	Sell	1,592,080 -820,520	-34%	-$17.6M	0.28%	102
2013 Q3	$44.4M	Buy	2,412,600 +211,850	+10%	+$3.66M	0.35%	89
2013 Q2	$35.6M	Buy	+2,200,750	New	+$36.6M	0.31%	102

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

Systematic Financial Management's UHAL Position: Q1 2026 in Review

Systematic Financial Management held its U-Haul Holding Co (UHAL) position steady in Q1 2026 at 15 shares worth $717. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Systematic Financial Management first reported a position in UHAL in Q2 2013 and has held it in 52 quarters since. The position peaked at $44.4M in Q3 2013. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

Systematic Financial Management held 15 shares of U-Haul Holding Co worth $717 as of Q1 2026.
Systematic Financial Management left its U-Haul Holding Co share count unchanged in Q1 2026.
U-Haul Holding Co made up ﹤0.01% of Systematic Financial Management's portfolio in Q1 2026, its #247 holding.
Systematic Financial Management first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 52 quarters since.
Systematic Financial Management's U-Haul Holding Co position peaked at $44.4M in Q3 2013.
203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Systematic Financial Management's 13F filing for Q1 2026, filed 13 May 2026.