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Versant Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Versant 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 		$25.1K Buy
383
+108
+39% +$5.92K ﹤0.01% 1822
2026
Q1 		$13.1K Sell
275
-621
-69% -$31.8K ﹤0.01% 2024
2025
Q4 		$45.2K Buy
896
+233
+35% +$12.4K 0.01% 1152
2025
Q3 		$37.8K Buy
663
+552
+497% +$32.5K 0.01% 1191
2025
Q2 		$6.72K Sell
111
-692
-86% -$43.3K ﹤0.01% 2061
2025
Q1 		$52.5K Buy
803
+524
+188% +$36.3K 0.01% 841
2024
Q4 		$19.3K Buy
279
+273
+4,550% +$19.8K ﹤0.01% 1052
2024
Q3 		$465 Buy
+6
New +$410 ﹤0.01% 1879
2020
Q1 		– Sell
-30
Closed -$1K – 1680
2019
Q4 		$1K Buy
+30
New +$1.14K ﹤0.01% 1287
2018
Q1 		– Sell
-30
Closed -$1K – 1663
2017
Q4 		$1K Hold
30
– – ﹤0.01% 1464
2017
Q3 		$1K Hold
30
– – ﹤0.01% 1378
2017
Q2 		$1K Buy
+30
New +$1.09K ﹤0.01% 1378

Other funds holding UHAL

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HPWM
High Point Wealth Management Chester, New Jersey $122M AUM
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

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

Versant Capital Management increased its U-Haul Holding Co (UHAL) stake by 39% in Q2 2026, buying an estimated $5.92K and bringing the position to 383 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Versant Capital Management first reported a position in UHAL in Q2 2017 and has held it in 12 quarters since. The position peaked at $52.5K in Q1 2025. 24 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Versant Capital Management held 383 shares of U-Haul Holding Co worth $25.1K as of Q2 2026.
  • Versant Capital Management bought 108 U-Haul Holding Co shares in Q2 2026, an estimated $5.92K.
  • U-Haul Holding Co made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #1822 holding.
  • Versant Capital Management first reported a position in U-Haul Holding Co in Q2 2017 and has held it in 12 quarters since.
  • Versant Capital Management's U-Haul Holding Co position peaked at $52.5K in Q1 2025.
  • 24 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.