Simplex Trading’s U-Haul Holding Co Series N UHAL.B Stock Holding History

Simplex Trading’s Portfolio UHAL.B Stock Details UHAL.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.9K	Buy	+500	New	+$23.7K	﹤0.01%	6623
2025 Q2	–	Sell	-200	Closed	-$13K	–	9787
2025 Q1	$13K	Sell	200 -7,700	-97%	-$482K	﹤0.01%	6941
2024 Q4	$545K	Buy	+7,900	New	+$519K	﹤0.01%	3437
2024 Q2	–	Sell	-4,100	Closed	-$272K	–	9870
2024 Q1	$272K	Sell	4,100 -24,200	-86%	-$1.56M	﹤0.01%	4514
2023 Q4	$2.03M	Buy	28,300 +25,600	+948%	+$1.39M	﹤0.01%	2344
2023 Q3	$146K	Buy	2,700 +2,000	+286%	+$109K	﹤0.01%	4685
2023 Q2	$35K	Sell	700 -19,700	-97%	-$1.03M	﹤0.01%	6198
2023 Q1	$1.21M	Buy	20,400 +3,400	+20%	+$193K	﹤0.01%	2412
2022 Q4	$1M	Buy	+17,000	New	+$984K	﹤0.01%	2457

Other funds holding UHAL.B

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simplex Trading's UHAL.B Position: Q1 2026 in Review

Simplex Trading reduced its U-Haul Holding Co Series N (UHAL.B) stake by 97% in Q1 2026, selling an estimated $56.1K and leaving 38 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #8436.

Simplex Trading first reported a position in UHAL.B in Q1 2025 and has held it in 5 quarters since. The position peaked at $71K in Q3 2025. 296 funds tracked by Wall St. Rank hold UHAL.B as of Q1 2026.

Simplex Trading held 38 shares of U-Haul Holding Co Series N worth $1.7K as of Q1 2026.
Simplex Trading sold 1,184 U-Haul Holding Co Series N shares in Q1 2026, an estimated $56.1K.
U-Haul Holding Co Series N made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #8436 holding.
Simplex Trading first reported a position in U-Haul Holding Co Series N in Q1 2025 and has held it in 5 quarters since.
Simplex Trading's U-Haul Holding Co Series N position peaked at $71K in Q3 2025.
296 funds tracked by Wall St. Rank held U-Haul Holding Co Series N as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.