Baker Ellis Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Baker Ellis Asset 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	$226K	Buy	+3,460	New	+$190K	0.02%	238
2022 Q4	–	Sell	-6,100	Closed	-$311K	–	217
2022 Q3	$311K	Buy	6,100 +1,150	+23%	+$60.3K	0.07%	155
2022 Q2	$237K	Sell	4,950 -200	-4%	-$10.3K	0.05%	175
2022 Q1	$307K	Buy	5,150 +1,400	+37%	+$86.3K	0.05%	167
2021 Q4	$272K	Buy	3,750 +250	+7%	+$18K	0.05%	178
2021 Q3	$244K	Hold	3,500	–	–	0.05%	182
2021 Q2	$206K	Buy	+3,500	New	+$205K	0.04%	190

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

Baker Ellis Asset Management's UHAL Position: Q2 2026 in Review

Baker Ellis Asset Management opened a new position in U-Haul Holding Co (UHAL) in Q2 2026: 3,460 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #238 among its holdings. This is a return to the name: Baker Ellis Asset Management previously reported a position in UHAL as recently as Q3 2022.

Baker Ellis Asset Management first reported a position in UHAL in Q2 2021 and has held it in 7 quarters since. The position peaked at $311K in Q3 2022. 227 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Baker Ellis Asset Management held 3,460 shares of U-Haul Holding Co worth $226K as of Q2 2026.
U-Haul Holding Co was a new Baker Ellis Asset Management position in Q2 2026.
U-Haul Holding Co made up 0.02% of Baker Ellis Asset Management's portfolio in Q2 2026, its #238 holding.
Baker Ellis Asset Management first reported a position in U-Haul Holding Co in Q2 2021 and has held it in 7 quarters since.
Baker Ellis Asset Management's U-Haul Holding Co position peaked at $311K in Q3 2022.
227 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Baker Ellis Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.