Oppenheimer & Close’s U-Haul Holding Co UHAL Stock Holding History

Oppenheimer & Close’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	$286K	Hold	5,990	–	–	0.18%	52
2025 Q4	$302K	Hold	5,990	–	–	0.21%	52
2025 Q3	$342K	Sell	5,990 -5	-0.1%	-$295	0.23%	53
2025 Q2	$363K	Sell	5,995 -5	-0.1%	-$313	0.28%	47
2025 Q1	$392K	Sell	6,000 -115	-2%	-$7.97K	0.32%	47
2024 Q4	$422K	Sell	6,115 -100	-2%	-$7.25K	0.35%	48
2024 Q3	$482K	Hold	6,215	–	–	0.39%	47
2024 Q2	$384K	Hold	6,215	–	–	0.34%	49
2024 Q1	$420K	Sell	6,215 -30	-0.5%	-$1.98K	0.36%	47
2023 Q4	$448K	Hold	6,245	–	–	0.41%	48
2023 Q3	$341K	Hold	6,245	–	–	0.34%	48
2023 Q2	$345K	Sell	6,245 -20	-0.3%	-$1.17K	0.36%	45
2023 Q1	$374K	Sell	6,265 -20	-0.3%	-$1.26K	0.37%	50
2022 Q4	$378K	Sell	6,285 -43,765	-87%	-$2.52M	0.37%	53
2022 Q3	$2.55M	Buy	+50,050	New	+$2.62M	2.76%	13

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

Oppenheimer & Close's UHAL Position: Q1 2026 in Review

Oppenheimer & Close held its U-Haul Holding Co (UHAL) position steady in Q1 2026 at 5,990 shares worth $286K. The position accounts for 0.18% of the portfolio, ranked #52.

Oppenheimer & Close first reported a position in UHAL in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.55M in Q3 2022. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

Oppenheimer & Close held 5,990 shares of U-Haul Holding Co worth $286K as of Q1 2026.
Oppenheimer & Close left its U-Haul Holding Co share count unchanged in Q1 2026.
U-Haul Holding Co made up 0.18% of Oppenheimer & Close's portfolio in Q1 2026, its #52 holding.
Oppenheimer & Close first reported a position in U-Haul Holding Co in Q3 2022 and has held it in 15 quarters since.
Oppenheimer & Close's U-Haul Holding Co position peaked at $2.55M in Q3 2022.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Oppenheimer & Close's 13F filing for Q1 2026, filed 12 May 2026.