Simplex Trading
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Simplex Trading’s U-Haul Holding Co UHAL Stock Holding History

Simplex Trading’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 		$719 Buy
+11
New +$603 ﹤0.01% 8898
2026
Q1 		– Sell
-623
Closed -$31.4K – 10226
2025
Q4 		$31.4K Sell
623
-13,402
-96% -$713K ﹤0.01% 6068
2025
Q3 		$800K Buy
14,025
+13,943
+17,004% +$822K ﹤0.01% 3278
2025
Q2 		$4K Sell
82
-77
-48% -$4.82K ﹤0.01% 7904
2025
Q1 		$10K Buy
+159
New +$11K ﹤0.01% 7127
2024
Q3 		– Sell
-406
Closed -$25K – 9645
2024
Q2 		$25K Buy
406
+139
+52% +$9.05K ﹤0.01% 6717
2024
Q1 		$18K Buy
+267
New +$17.6K ﹤0.01% 7189
2023
Q4 		– Sell
-1,455
Closed -$79K – 9878
2023
Q3 		$79K Buy
1,455
+657
+82% +$38.2K ﹤0.01% 5339
2023
Q2 		$44K Sell
798
-882
-53% -$51.7K ﹤0.01% 5977
2023
Q1 		$100K Buy
+1,680
New +$106K ﹤0.01% 5161
2022
Q1 		– Sell
-3,070
Closed -$189K – 11442
2021
Q4 		$222K Sell
3,070
-13,870
-82% -$999K ﹤0.01% 5038
2021
Q3 		$1M Sell
16,940
-2,000
-11% -$125K ﹤0.01% 3067
2021
Q2 		$1.12M Buy
18,940
+18,870
+26,957% +$1.11M ﹤0.01% 2937
2021
Q1 		$4K Buy
+70
New +$3.72K ﹤0.01% 8301
2016
Q4 		– Sell
-7,870
Closed -$270K – 6558
2016
Q3 		$255K Sell
7,870
-5,880
-43% -$210K 0.02% 872
2016
Q2 		$515K Buy
13,750
+11,420
+490% +$413K 0.03% 510
2016
Q1 		$83K Buy
2,330
+2,010
+628% +$69.9K 0.01% 1514
2015
Q4 		$12K Sell
320
-2,490
-89% -$101K ﹤0.01% 3157
2015
Q3 		$110K Buy
+2,810
New +$102K 0.01% 1353

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

Simplex Trading's UHAL Position: Q2 2026 in Review

Simplex Trading opened a new position in U-Haul Holding Co (UHAL) in Q2 2026: 11 shares worth $719. The stake represents ﹤0.01% of the portfolio and ranks #8898 among its holdings. This is a return to the name: Simplex Trading previously reported a position in UHAL as recently as Q4 2025.

Simplex Trading first reported a position in UHAL in Q3 2015 and has held it in 19 quarters since. The position peaked at $1.12M in Q2 2021. 227 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Simplex Trading held 11 shares of U-Haul Holding Co worth $719 as of Q2 2026.
  • U-Haul Holding Co was a new Simplex Trading position in Q2 2026.
  • U-Haul Holding Co made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #8898 holding.
  • Simplex Trading first reported a position in U-Haul Holding Co in Q3 2015 and has held it in 19 quarters since.
  • Simplex Trading's U-Haul Holding Co position peaked at $1.12M in Q2 2021.
  • 227 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.