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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$733K Buy
11,200
+6,425
+135% +$352K ﹤0.01% 3133
2026
Q1
$228K Sell
4,775
-6,484
-58% -$332K ﹤0.01% 3438
2025
Q4
$568K Buy
11,259
+7,781
+224% +$414K ﹤0.01% 3037
2025
Q3
$198K Sell
3,478
-830
-19% -$48.9K ﹤0.01% 3342
2025
Q2
$261K Buy
4,308
+1,114
+35% +$69.7K ﹤0.01% 3210
2025
Q1
$209K Sell
3,194
-3,765
-54% -$261K ﹤0.01% 3229
2024
Q4
$481K Buy
6,959
+337
+5% +$24.4K ﹤0.01% 2942
2024
Q3
$513K Buy
6,622
+4,884
+281% +$334K ﹤0.01% 2844
2024
Q2
$107K Sell
1,738
-268,488
-99% -$17.5M ﹤0.01% 3272
2024
Q1
$18.3M Buy
270,226
+569
+0.2% +$37.6K ﹤0.01% 1692
2023
Q4
$19.4M Sell
269,657
-2,767
-1% -$157K ﹤0.01% 1639
2023
Q3
$14.9M Sell
272,424
-186,813
-41% -$10.9M ﹤0.01% 1699
2023
Q2
$25.4M Sell
459,237
-19,450
-4% -$1.14M ﹤0.01% 1544
2023
Q1
$28.6M Buy
478,687
+250,046
+109% +$15.7M ﹤0.01% 1471
2022
Q4
$13.8M Sell
228,641
-805,269
-78% -$46.3M ﹤0.01% 1765
2022
Q3
$52.6M Buy
1,033,910
+917,190
+786% +$48.1M 0.01% 1229
2022
Q2
$5.58M Buy
116,720
+80
+0.1% +$4.14K ﹤0.01% 2203
2022
Q1
$6.96M Buy
116,640
+4,550
+4% +$280K ﹤0.01% 2257
2021
Q4
$8.14M Buy
112,090
+55,190
+97% +$3.97M ﹤0.01% 2200
2021
Q3
$3.68M Sell
56,900
-34,870
-38% -$2.19M ﹤0.01% 2433
2021
Q2
$5.41M Sell
91,770
-53,870
-37% -$3.16M ﹤0.01% 2307
2021
Q1
$8.92M Buy
145,640
+13,430
+10% +$714K ﹤0.01% 2069
2020
Q4
$6M Buy
132,210
+122,000
+1,195% +$4.86M ﹤0.01% 2133
2020
Q3
$363K Buy
10,210
+8,080
+379% +$275K ﹤0.01% 2586
2020
Q2
$64K Sell
2,130
-151,210
-99% -$4.43M ﹤0.01% 2777
2020
Q1
$4.46M Sell
153,340
-1,290
-0.8% -$43.6K ﹤0.01% 1973
2019
Q4
$5.81M Buy
154,630
+75,310
+95% +$2.86M ﹤0.01% 2014
2019
Q3
$3.09M Buy
79,320
+7,970
+11% +$294K ﹤0.01% 2167
2019
Q2
$2.7M Sell
71,350
-10
-0% -$381 ﹤0.01% 2256
2019
Q1
$2.65M Buy
71,360
+2,070
+3% +$75.2K ﹤0.01% 2234
2018
Q4
$2.27M Sell
69,290
-910
-1% -$30.7K ﹤0.01% 2249
2018
Q3
$2.5M Buy
70,200
+6,200
+10% +$229K ﹤0.01% 2323
2018
Q2
$2.28M Buy
64,000
+36,000
+129% +$1.25M ﹤0.01% 2315
2018
Q1
$966K Sell
28,000
-97,000
-78% -$3.45M ﹤0.01% 2442
2017
Q4
$4.72M Sell
125,000
-148,000
-54% -$5.54M ﹤0.01% 2182
2017
Q3
$10.2M Buy
273,000
+245,000
+875% +$9.15M ﹤0.01% 1935
2017
Q2
$1.02M Hold
28,000
﹤0.01% 2426
2017
Q1
$1.07M Buy
28,000
+1,000
+4% +$37.6K ﹤0.01% 2441
2016
Q4
$998K Hold
27,000
﹤0.01% 2471
2016
Q3
$875K Sell
27,000
-138,000
-84% -$4.93M ﹤0.01% 2479
2016
Q2
$6.18M Buy
+165,000
New +$5.96M ﹤0.01% 2130
2015
Q2
Sell
-7,650
Closed -$253K 2810
2015
Q1
$253K Sell
7,650
-240
-3% -$7.42K ﹤0.01% 2704
2014
Q4
$224K Hold
7,890
﹤0.01% 2742
2014
Q3
$207K Sell
7,890
-108,300
-93% -$2.99M ﹤0.01% 2741
2014
Q2
$3.38M Sell
116,190
-216,810
-65% -$5.73M ﹤0.01% 2318
2014
Q1
$7.73M Sell
333,000
-30,000
-8% -$694K ﹤0.01% 2102
2013
Q4
$8.63M Buy
363,000
+123,000
+51% +$2.64M ﹤0.01% 2017
2013
Q3
$4.42M Sell
240,000
-4,000
-2% -$69.1K ﹤0.01% 2192
2013
Q2
$3.95M Buy
+244,000
New +$4.05M ﹤0.01% 2187

Other funds holding UHAL

Fidelity Investments's UHAL Position: Q2 2026 in Review

Fidelity Investments increased its U-Haul Holding Co (UHAL) stake by 135% in Q2 2026, buying an estimated $352K and bringing the position to 11,200 shares worth $733K. The position accounts for ﹤0.01% of the portfolio, ranked #3133.

Fidelity Investments first reported a position in UHAL in Q2 2013 and has held it in 49 quarters since. The position peaked at $52.6M in Q3 2022. 225 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Fidelity Investments held 11,200 shares of U-Haul Holding Co worth $733K as of Q2 2026.
  • Fidelity Investments bought 6,425 U-Haul Holding Co shares in Q2 2026, an estimated $352K.
  • U-Haul Holding Co made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3133 holding.
  • Fidelity Investments first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 49 quarters since.
  • Fidelity Investments's U-Haul Holding Co position peaked at $52.6M in Q3 2022.
  • 225 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

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