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Versor Investments’s U-Haul Holding Co UHAL Stock Holding History

Versor Investments’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 		– Sell
-7,580
Closed -$382K – 548
2025
Q4 		$382K Buy
+7,580
New +$403K 0.06% 406
2025
Q3 		– Sell
-13,865
Closed -$840K – 917
2025
Q2 		$840K Buy
13,865
+7,465
+117% +$467K 0.15% 213
2025
Q1 		$418K Buy
6,400
+3,200
+100% +$222K 0.07% 463
2024
Q4 		$221K Buy
+3,200
New +$232K 0.04% 671
2024
Q3 		– Sell
-10,988
Closed -$678K – 994
2024
Q2 		$678K Buy
10,988
+4,406
+67% +$287K 0.13% 256
2024
Q1 		$445K Buy
6,582
+647
+11% +$42.8K 0.09% 365
2023
Q4 		$426K Sell
5,935
-4,110
-41% -$233K 0.09% 389
2023
Q3 		$548K Buy
10,045
+2,557
+34% +$149K 0.11% 273
2023
Q2 		$414K Buy
+7,488
New +$439K 0.07% 319
2022
Q3 		– Sell
-5,570
Closed -$266K – 947
2022
Q2 		$266K Buy
+5,570
New +$288K 0.01% 670

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

Versor Investments's UHAL Position: Q1 2026 in Review

Versor Investments sold out of U-Haul Holding Co (UHAL) in Q1 2026, closing a stake of 7,580 shares — an estimated $382K sold.

Versor Investments first reported a position in UHAL in Q2 2022 and held it in 10 quarters. The position peaked at $840K in Q2 2025. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Versor Investments reported no remaining U-Haul Holding Co position as of Q1 2026 after selling out during the quarter.
  • Versor Investments sold 7,580 U-Haul Holding Co shares in Q1 2026, an estimated $382K.
  • Versor Investments first reported a position in U-Haul Holding Co in Q2 2022 and held it in 10 quarters.
  • Versor Investments's U-Haul Holding Co position peaked at $840K in Q2 2025.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Versor Investments's 13F filing for Q1 2026, filed 12 May 2026.