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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
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% -$6.25K 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 $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

McDonald Partners's UHAL Position: Q2 2026 in Review

McDonald Partners reduced its U-Haul Holding Co (UHAL) stake by 1% in Q2 2026, selling an estimated $8.23K and leaving 14,275 shares worth $934K. The position accounts for 0.23% of the portfolio, ranked #104.

McDonald Partners first reported a position in UHAL in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.17M in Q4 2023. 227 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • McDonald Partners held 14,275 shares of U-Haul Holding Co worth $934K as of Q2 2026.
  • McDonald Partners sold 150 U-Haul Holding Co shares in Q2 2026, an estimated $8.23K.
  • U-Haul Holding Co made up 0.23% of McDonald Partners's portfolio in Q2 2026, its #104 holding.
  • McDonald Partners first reported a position in U-Haul Holding Co in Q1 2023 and has held it in 14 quarters since.
  • McDonald Partners's U-Haul Holding Co position peaked at $1.17M in Q4 2023.
  • 227 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.