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
2022 Q4	–	Sell	-11,000	Closed	-$560K	–	10486
2022 Q3	$560K	Buy	11,000 +7,000	+175%	+$367K	﹤0.01%	3343
2022 Q2	$191K	Buy	4,000 +2,000	+100%	+$103K	﹤0.01%	4671
2022 Q1	$119K	Sell	2,000 -14,000	-88%	-$863K	﹤0.01%	5909
2021 Q4	$1.16M	Sell	16,000 -25,000	-61%	-$1.8M	﹤0.01%	2672
2021 Q3	$2.43M	Hold	41,000	–	–	﹤0.01%	1918
2021 Q2	$2.42M	Buy	+41,000	New	+$2.4M	﹤0.01%	1919
2021 Q1	–	Sell	-40	Closed	-$181K	–	10088
2020 Q4	$181K	Buy	+40	New	+$1.59K	﹤0.01%	4749
2017 Q1	–	Sell	-210	Closed	-$1K	–	6815
2016 Q4	$1K	Buy	210 +180	+600%	+$6.17K	﹤0.01%	5527
2016 Q3	$5K	Sell	30 -20	-40%	-$714	﹤0.01%	4325
2016 Q2	$1K	Sell	50 -20	-29%	-$723	﹤0.01%	5462
2016 Q1	$16K	Buy	70 +20	+40%	+$696	﹤0.01%	3016
2015 Q4	$6K	Buy	+50	New	+$2.02K	﹤0.01%	3773

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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.