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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SCA

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

YAM

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 New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

QCM

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

McDonald Partners's UHAL Position: Q1 2026 in Review

McDonald Partners increased its U-Haul Holding Co (UHAL) stake by 0.7% in Q1 2026, buying an estimated $5.13K and bringing the position to 14,425 shares worth $689K. The position accounts for 0.16% of the portfolio, ranked #121.

McDonald Partners first reported a position in UHAL in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.17M in Q4 2023. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

McDonald Partners held 14,425 shares of U-Haul Holding Co worth $689K as of Q1 2026.
McDonald Partners bought 100 U-Haul Holding Co shares in Q1 2026, an estimated $5.13K.
U-Haul Holding Co made up 0.16% of McDonald Partners's portfolio in Q1 2026, its #121 holding.
McDonald Partners first reported a position in U-Haul Holding Co in Q1 2023 and has held it in 13 quarters since.
McDonald Partners's U-Haul Holding Co position peaked at $1.17M in Q4 2023.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.