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	$9.56K	Sell	200 -1,500	-88%	-$71K	﹤0.01%	7404
2025 Q4	$79.5K	Sell	1,700 -37,900	-96%	-$1.84M	﹤0.01%	5229
2025 Q3	$2.24M	Buy	39,600 +38,600	+3,860%	+$2.06M	﹤0.01%	2208
2025 Q2	$54K	Sell	1,000 -200	-17%	-$11.2K	﹤0.01%	5858
2025 Q1	$72K	Buy	+1,200	New	+$75.1K	﹤0.01%	5419
2024 Q2	–	Sell	-2,000	Closed	-$135K	–	9871
2024 Q1	$135K	Buy	+2,000	New	+$129K	﹤0.01%	5283
2023 Q4	–	Sell	-300	Closed	-$16K	–	9879
2023 Q3	$16K	Buy	300 +200	+200%	+$10.9K	﹤0.01%	6840
2023 Q2	$5K	Sell	100 -11,000	-99%	-$576K	﹤0.01%	7966
2023 Q1	$662K	Buy	11,100 +3,200	+41%	+$182K	﹤0.01%	2995
2022 Q4	$475K	Buy	+7,900	New	+$457K	﹤0.01%	3199

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.