Gabelli Funds’s U-Haul Holding Co UHAL Stock Holding History

Gabelli Funds’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	–	Sell	-8,000	Closed	-$403K	–	1327
2025 Q4	$403K	Sell	8,000 -26,167	-77%	-$1.39M	﹤0.01%	1063
2025 Q3	$1.95M	Hold	34,167	–	–	0.01%	755
2025 Q2	$2.07M	Hold	34,167	–	–	0.01%	727
2025 Q1	$2.23M	Buy	34,167 +3,567	+12%	+$247K	0.02%	628
2024 Q4	$2.11M	Buy	30,600 +23,600	+337%	+$1.71M	0.02%	641
2024 Q3	$542K	Buy	+7,000	New	+$479K	﹤0.01%	882
2018 Q2	–	Sell	-6,000	Closed	-$207K	–	1163
2018 Q1	$207K	Sell	6,000 -2,000	-25%	-$71.1K	﹤0.01%	1100
2017 Q4	$302K	Sell	8,000 -6,000	-43%	-$224K	﹤0.01%	1052
2017 Q3	$525K	Sell	14,000 -1,000	-7%	-$37.4K	﹤0.01%	989
2017 Q2	$549K	Hold	15,000	–	–	﹤0.01%	987
2017 Q1	$572K	Buy	+15,000	New	+$564K	﹤0.01%	982

Other funds holding UHAL

Dimensional Fund Advisors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return