VarCov Co’s U-Haul Holding Co UHAL Stock Holding History

VarCov Co’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	$1.45M	Sell	22,195 -7,725	-26%	-$424K	0.55%	45
2026 Q1	$1.43M	Buy	29,920 +17,542	+142%	+$899K	0.53%	39
2025 Q4	$624K	Buy	+12,378	New	+$659K	0.25%	131

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

VarCov Co's UHAL Position: Q2 2026 in Review

VarCov Co reduced its U-Haul Holding Co (UHAL) stake by 26% in Q2 2026, selling an estimated $424K and leaving 22,195 shares worth $1.45M. The position accounts for 0.55% of the portfolio, ranked #45.

VarCov Co first reported a position in UHAL in Q4 2025 and has held it in 3 quarters since. 225 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

VarCov Co held 22,195 shares of U-Haul Holding Co worth $1.45M as of Q2 2026.
VarCov Co sold 7,725 U-Haul Holding Co shares in Q2 2026, an estimated $424K.
U-Haul Holding Co made up 0.55% of VarCov Co's portfolio in Q2 2026, its #45 holding.
VarCov Co first reported a position in U-Haul Holding Co in Q4 2025 and has held it in 3 quarters since.
225 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.