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

ClearBridge 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 Q2	$654K	Hold	10,000	–	–	﹤0.01%	652
2026 Q1	$478K	Buy	10,000 +3,300	+49%	+$169K	﹤0.01%	654
2025 Q4	$338K	Buy	6,700 +1,500	+29%	+$79.8K	﹤0.01%	672
2025 Q3	$297K	Hold	5,200	–	–	﹤0.01%	695
2025 Q2	$315K	Hold	5,200	–	–	﹤0.01%	682
2025 Q1	$340K	Hold	5,200	–	–	﹤0.01%	673
2024 Q4	$359K	Hold	5,200	–	–	﹤0.01%	683
2024 Q3	$403K	Hold	5,200	–	–	﹤0.01%	680
2024 Q2	$321K	Sell	5,200 -100	-2%	-$6.51K	﹤0.01%	720
2024 Q1	$358K	Buy	+5,300	New	+$350K	﹤0.01%	723
2020 Q3	–	Sell	-2,000	Closed	-$60K	–	980
2020 Q2	$60K	Sell	2,000 -31,000	-94%	-$908K	﹤0.01%	777
2020 Q1	$959K	Buy	33,000 +16,000	+94%	+$540K	﹤0.01%	623
2019 Q4	$650K	Buy	+17,000	New	+$645K	﹤0.01%	671

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

ClearBridge Investments's UHAL Position: Q2 2026 in Review

ClearBridge Investments held its U-Haul Holding Co (UHAL) position steady in Q2 2026 at 10,000 shares worth $654K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

ClearBridge Investments first reported a position in UHAL in Q4 2019 and has held it in 13 quarters since. The position peaked at $959K in Q1 2020. 166 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

ClearBridge Investments held 10,000 shares of U-Haul Holding Co worth $654K as of Q2 2026.
ClearBridge Investments left its U-Haul Holding Co share count unchanged in Q2 2026.
U-Haul Holding Co made up ﹤0.01% of ClearBridge Investments's portfolio in Q2 2026, its #652 holding.
ClearBridge Investments first reported a position in U-Haul Holding Co in Q4 2019 and has held it in 13 quarters since.
ClearBridge Investments's U-Haul Holding Co position peaked at $959K in Q1 2020.
166 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.