McDonald Partners
UHAL icon

McDonald Partners’s U-Haul Holding Co UHAL Stock Holding History

McDonald Partners’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
Q3 		$871K Buy
14,475
+200
+1% +$13.7K 0.21% 110
2026
Q2 		$934K Sell
14,275
-150
-1% -$8.23K 0.23% 104
2026
Q1 		$689K Buy
14,425
+100
+0.7% +$5.13K 0.16% 121
2025
Q4 		$722K Sell
14,325
-200
-1% -$10.6K 0.23% 108
2025
Q3 		$829K Sell
14,525
-300
-2% -$17.7K 0.25% 98
2025
Q2 		$898K Sell
14,825
-100
-0.7% -$6.26K 0.22% 123
2025
Q1 		$975K Buy
14,925
+125
+0.8% +$8.66K 0.25% 111
2024
Q4 		$1.02M Sell
14,800
-300
-2% -$21.8K 0.26% 106
2024
Q3 		$1.17M Sell
15,100
-1,025
-6% -$70.1K 0.29% 99
2024
Q2 		$995K Hold
16,125
– – 0.27% 102
2024
Q1 		$1.09M Sell
16,125
-200
-1% -$13.2K 0.3% 93
2023
Q4 		$1.17M Hold
16,325
– – 0.35% 87
2023
Q3 		$891K Buy
16,325
+1,100
+7% +$63.9K 0.29% 101
2023
Q2 		$842K Buy
15,225
+10,175
+201% +$597K 0.26% 111
2023
Q1 		$301K Buy
+5,050
New +$318K 0.1% 195

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

McDonald Partners's UHAL Position: Q3 2026 in Review

McDonald Partners increased its U-Haul Holding Co (UHAL) stake by 1.4% in Q3 2026, buying an estimated $13.7K and bringing the position to 14,475 shares worth $871K. The position accounts for 0.21% of the portfolio, ranked #110.

McDonald Partners first reported a position in UHAL in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.17M in Q4 2023. 100 funds tracked by Wall St. Rank hold UHAL as of Q3 2026.

  • McDonald Partners held 14,475 shares of U-Haul Holding Co worth $871K as of Q3 2026.
  • McDonald Partners bought 200 U-Haul Holding Co shares in Q3 2026, an estimated $13.7K.
  • U-Haul Holding Co made up 0.21% of McDonald Partners's portfolio in Q3 2026, its #110 holding.
  • McDonald Partners first reported a position in U-Haul Holding Co in Q1 2023 and has held it in 15 quarters since.
  • McDonald Partners's U-Haul Holding Co position peaked at $1.17M in Q4 2023.
  • 100 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.