Franklin Resources
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Franklin Resources’s U-Haul Holding Co UHAL Stock Holding History

Franklin Resources’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 		$6.48K Buy
+99
New +$5.43K ﹤0.01% 3164
2025
Q4 		– Sell
-182,757
Closed -$5.47M – 3271
2025
Q3 		$5.47M Buy
182,757
+175,614
+2,459% +$10.4M ﹤0.01% 1388
2025
Q2 		$433K Sell
7,143
-7
-0.1% -$438 ﹤0.01% 2385
2025
Q1 		$467K Buy
7,150
+5,963
+502% +$413K ﹤0.01% 2289
2024
Q4 		$82K Sell
1,187
-813
-41% -$58.9K ﹤0.01% 2765
2024
Q3 		$149K Buy
+2,000
New +$137K ﹤0.01% 2695
2023
Q2 		– Sell
-14,323
Closed -$854K – 2770
2023
Q1 		$854K Sell
14,323
-2,402
-14% -$151K ﹤0.01% 1537
2022
Q4 		$1.01M Buy
+16,725
New +$962K ﹤0.01% 1512
2022
Q3 		– Sell
-23,720
Closed -$1.14M – 2409
2022
Q2 		$1.14M Sell
23,720
-1,300
-5% -$67.2K ﹤0.01% 1507
2022
Q1 		$1.49M Sell
25,020
-82,400
-77% -$5.08M ﹤0.01% 1497
2021
Q4 		$7.8M Buy
107,420
+80,090
+293% +$5.77M ﹤0.01% 1117
2021
Q3 		$1.76M Buy
27,330
+16,760
+159% +$1.05M ﹤0.01% 1490
2021
Q2 		$623K Sell
10,570
-18,950
-64% -$1.11M ﹤0.01% 1567
2021
Q1 		$1.81M Buy
+29,520
New +$1.57M ﹤0.01% 1359
2020
Q1 		– Sell
-55,050
Closed -$2.07M – 1570
2019
Q4 		$2.07M Sell
55,050
-2,200
-4% -$83.5K ﹤0.01% 1168
2019
Q3 		$2.23M Buy
57,250
+47,730
+501% +$1.76M ﹤0.01% 1140
2019
Q2 		$360K Buy
+9,520
New +$363K ﹤0.01% 1427

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Franklin Resources's UHAL Position: Q2 2026 in Review

Franklin Resources opened a new position in U-Haul Holding Co (UHAL) in Q2 2026: 99 shares worth $6.48K. The stake represents ﹤0.01% of the portfolio and ranks #3164 among its holdings. This is a return to the name: Franklin Resources previously reported a position in UHAL as recently as Q3 2025.

Franklin Resources first reported a position in UHAL in Q2 2019 and has held it in 17 quarters since. The position peaked at $7.8M in Q4 2021. 227 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Franklin Resources held 99 shares of U-Haul Holding Co worth $6.48K as of Q2 2026.
  • U-Haul Holding Co was a new Franklin Resources position in Q2 2026.
  • U-Haul Holding Co made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #3164 holding.
  • Franklin Resources first reported a position in U-Haul Holding Co in Q2 2019 and has held it in 17 quarters since.
  • Franklin Resources's U-Haul Holding Co position peaked at $7.8M in Q4 2021.
  • 227 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.