Y-Intercept (HK)
UHAL icon

Y-Intercept (HK)’s U-Haul Holding Co UHAL Stock Holding History

Y-Intercept (HK)’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
Q3 		$588K Buy
+9,771
New +$669K 0.01% 1235
2022
Q1 		– Sell
-6,040
Closed -$439K – 966
2021
Q4 		$439K Buy
+6,040
New +$435K 0.1% 282

Other funds holding UHAL

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee) Memphis, Tennessee $2.19B AUM 46.65% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
DIS
Diversified Investment Strategies Baton Rouge, Louisiana $154M AUM 22.39% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Y-Intercept (HK)'s UHAL Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in U-Haul Holding Co (UHAL) in Q3 2026: 9,771 shares worth $588K. The stake represents 0.01% of the portfolio and ranks #1235 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in UHAL as recently as Q4 2021.

Y-Intercept (HK) first reported a position in UHAL in Q4 2021 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold UHAL as of Q3 2026.

  • Y-Intercept (HK) held 9,771 shares of U-Haul Holding Co worth $588K as of Q3 2026.
  • U-Haul Holding Co was a new Y-Intercept (HK) position in Q3 2026.
  • U-Haul Holding Co made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1235 holding.
  • Y-Intercept (HK) first reported a position in U-Haul Holding Co in Q4 2021 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.