Bruce & Co’s U-Haul Holding Co UHAL Stock Holding History

Bruce & 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 Q1	$3.53M	Hold	73,900	–	–	1.01%	26
2025 Q4	$3.73M	Hold	73,900	–	–	1.16%	23
2025 Q3	$4.22M	Hold	73,900	–	–	1.31%	21
2025 Q2	$4.48M	Hold	73,900	–	–	1.45%	20
2025 Q1	$4.83M	Hold	73,900	–	–	1.55%	17
2024 Q4	$5.11M	Sell	73,900 -1,205	-2%	-$87.4K	1.64%	17
2024 Q3	$5.82M	Hold	75,105	–	–	1.69%	19
2024 Q2	$4.64M	Buy	75,105 +4,300	+6%	+$280K	1.53%	17
2024 Q1	$4.78M	Hold	70,805	–	–	1.59%	18
2023 Q4	$5.08M	Hold	70,805	–	–	1.77%	17
2023 Q3	$3.86M	Sell	70,805 -3,959	-5%	-$230K	1.32%	18
2023 Q2	$4.14M	Hold	74,764	–	–	1.16%	18
2023 Q1	$4.46M	Sell	74,764 -291	-0.4%	-$18.3K	1.22%	18
2022 Q4	$4.52M	Sell	75,055 -679,495	-90%	-$39.1M	1.16%	18
2022 Q3	$38.4M	Hold	754,550	–	–	10.56%	1
2022 Q2	$36.1M	Buy	754,550 +1,000	+0.1%	+$51.7K	8.49%	1
2022 Q1	$45M	Hold	753,550	–	–	9.2%	1
2021 Q4	$54.7M	Sell	753,550 -44,300	-6%	-$3.19M	10.94%	1
2021 Q3	$51.5M	Sell	797,850 -136,000	-15%	-$8.53M	10.95%	1
2021 Q2	$55M	Sell	933,850 -23,000	-2%	-$1.35M	10.51%	1
2021 Q1	$58.6M	Sell	956,850 -351,670	-27%	-$18.7M	10.98%	1
2020 Q4	$59.4M	Sell	1,308,520 -85,000	-6%	-$3.39M	11.45%	1
2020 Q3	$49.6M	Sell	1,393,520 -20,000	-1%	-$681K	10.27%	1
2020 Q2	$42.7M	Sell	1,413,520 -20,000	-1%	-$586K	9.28%	1
2020 Q1	$41.6M	Hold	1,433,520	–	–	9.59%	2
2019 Q4	$53.9M	Sell	1,433,520 -62,330	-4%	-$2.37M	10.51%	1
2019 Q3	$58.3M	Hold	1,495,850	–	–	12.11%	1
2019 Q2	$56.6M	Sell	1,495,850 -203,250	-12%	-$7.74M	12.07%	1
2019 Q1	$63.1M	Sell	1,699,100 -65,000	-4%	-$2.36M	12.33%	1
2018 Q4	$57.9M	Sell	1,764,100 -32,000	-2%	-$1.08M	12.32%	1
2018 Q3	$64.1M	Sell	1,796,100 -65,090	-3%	-$2.4M	12.41%	1
2018 Q2	$66.3M	Buy	1,861,190 +1,500	+0.1%	+$52.1K	13.2%	1
2018 Q1	$64.2M	Hold	1,859,690	–	–	13.4%	1
2017 Q4	$70.3M	Sell	1,859,690 -24,010	-1%	-$898K	15.23%	1
2017 Q3	$70.6M	Sell	1,883,700 -30,000	-2%	-$1.12M	15.78%	1
2017 Q2	$70.1M	Sell	1,913,700 -2,000	-0.1%	-$72.5K	16%	1
2017 Q1	$72.9M	Hold	1,915,700	–	–	17.47%	1
2016 Q4	$70.8M	Sell	1,915,700 -15,450	-0.8%	-$530K	18.49%	1
2016 Q3	$62.6M	Sell	1,931,150 -2,500	-0.1%	-$89.3K	16.91%	1
2016 Q2	$72.4M	Sell	1,933,650 -2,000	-0.1%	-$72.3K	18.52%	1
2016 Q1	$69.2M	Hold	1,935,650	–	–	19.29%	1
2015 Q4	$75.4M	Sell	1,935,650 -273,000	-12%	-$11M	20.46%	1
2015 Q3	$86.9M	Sell	2,208,650 -220,000	-9%	-$8M	22.35%	1
2015 Q2	$79.4M	Hold	2,428,650	–	–	20.53%	1
2015 Q1	$78.9M	Hold	2,428,650	–	–	20.02%	1
2014 Q4	$69M	Hold	2,428,650	–	–	19.08%	1
2014 Q3	$62.4M	Hold	2,428,650	–	–	17.38%	1
2014 Q2	$70.6M	Sell	2,428,650 -63,350	-3%	-$1.67M	16.27%	1
2014 Q1	$57.8M	Sell	2,492,000 -2,000	-0.1%	-$46.3K	15.53%	1
2013 Q4	$59.1M	Sell	2,494,000 -2,000	-0.1%	-$43K	16.81%	1
2013 Q3	$40.4M	Hold	2,496,000	–	–	13.21%	1
2013 Q2	$40.4M	Buy	+2,496,000	New	+$41.5M	13.52%	1

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Bruce & Co's UHAL Position: Q1 2026 in Review

Bruce & Co held its U-Haul Holding Co (UHAL) position steady in Q1 2026 at 73,900 shares worth $3.53M. The position accounts for 1.01% of the portfolio, ranked #26.

Bruce & Co first reported a position in UHAL in Q2 2013 and has held it in 52 quarters since. The position peaked at $86.9M in Q3 2015. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

Bruce & Co held 73,900 shares of U-Haul Holding Co worth $3.53M as of Q1 2026.
Bruce & Co left its U-Haul Holding Co share count unchanged in Q1 2026.
U-Haul Holding Co made up 1.01% of Bruce & Co's portfolio in Q1 2026, its #26 holding.
Bruce & Co first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 52 quarters since.
Bruce & Co's U-Haul Holding Co position peaked at $86.9M in Q3 2015.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Bruce & Co's 13F filing for Q1 2026, filed 14 May 2026.