UBS AM
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UBS AM’s U-Haul Holding Co UHAL Stock Holding History

UBS AM’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 		$486K Sell
10,167
-2,602
-20% -$133K ﹤0.01% 2562
2025
Q4 		$644K Buy
12,769
+5,645
+79% +$300K ﹤0.01% 2270
2025
Q3 		$407K Sell
7,124
-34,176
-83% -$2.01M ﹤0.01% 2181
2025
Q2 		$2.5M Buy
+41,300
New +$2.58M ﹤0.01% 2048
2025
Q1 		– Sell
-7,124
Closed -$492K – 2703
2024
Q4 		$492K Hold
7,124
– – ﹤0.01% 2555
2024
Q3 		$552K Sell
7,124
-6,732
-49% -$460K ﹤0.01% 2614
2024
Q2 		$855K Hold
13,856
– – ﹤0.01% 2453
2024
Q1 		$936K Hold
13,856
– – ﹤0.01% 2045
2023
Q4 		$995K Sell
13,856
-2,414
-15% -$137K ﹤0.01% 2020
2023
Q3 		$888K Buy
16,270
+1,939
+14% +$113K ﹤0.01% 2022
2023
Q2 		$855K Hold
14,331
– – ﹤0.01% 2075
2023
Q1 		$855K Buy
+14,331
New +$902K ﹤0.01% 2075
2022
Q4 		– Sell
-535,570
Closed -$27.3M – 2733
2022
Q3 		$27.3M Buy
535,570
+56,730
+12% +$2.97M 0.02% 686
2022
Q2 		$22.9M Sell
478,840
-3,890
-0.8% -$201K 0.01% 705
2022
Q1 		$28.8M Sell
482,730
-7,510
-2% -$463K 0.01% 745
2021
Q4 		$35.6M Sell
490,240
-25,810
-5% -$1.86M 0.01% 741
2021
Q3 		$33.3M Sell
516,050
-4,400
-0.8% -$276K 0.01% 736
2021
Q2 		$30.7M Buy
520,450
+137,650
+36% +$8.07M 0.01% 768
2021
Q1 		$23.5M Sell
382,800
-4,270
-1% -$227K 0.01% 819
2020
Q4 		$17.6M Buy
387,070
+41,800
+12% +$1.67M 0.01% 880
2020
Q3 		$12.3M Buy
345,270
+24,020
+7% +$818K 0.01% 883
2020
Q2 		$9.71M Buy
321,250
+4,810
+2% +$141K 0.01% 916
2020
Q1 		$9.19M Sell
316,440
-1,930
-0.6% -$65.2K 0.01% 881
2019
Q4 		$12M Buy
318,370
+2,640
+0.8% +$100K 0.01% 890
2019
Q3 		$12.3M Buy
315,730
+620
+0.2% +$22.9K 0.01% 891
2019
Q2 		$11.9M Buy
315,110
+32,860
+12% +$1.25M 0.01% 908
2019
Q1 		$10.5M Buy
282,250
+880
+0.3% +$32K 0.01% 921
2018
Q4 		$9.23M Buy
281,370
+78,530
+39% +$2.65M 0.01% 900
2018
Q3 		$7.23M Buy
202,840
+6,450
+3% +$238K 0.01% 1027
2018
Q2 		$6.99M Buy
196,390
+35,530
+22% +$1.23M 0.01% 1043
2018
Q1 		$5.55M Buy
160,860
+6,480
+4% +$230K ﹤0.01% 1107
2017
Q4 		$5.83M Sell
154,380
-4,420
-3% -$165K ﹤0.01% 1060
2017
Q3 		$5.95M Buy
158,800
+4,660
+3% +$174K 0.01% 1030
2017
Q2 		$5.64M Buy
154,140
+27,610
+22% +$1M 0.01% 1011
2017
Q1 		$4.82M Buy
126,530
+15,660
+14% +$589K ﹤0.01% 1023
2016
Q4 		$4.1M Buy
110,870
+1,760
+2% +$60.4K ﹤0.01% 1037
2016
Q3 		$3.54M Sell
109,110
-29,120
-21% -$1.04M ﹤0.01% 1148
2016
Q2 		$5.18M Buy
138,230
+4,760
+4% +$172K 0.01% 1011
2016
Q1 		$4.77M Sell
133,470
-37,110
-22% -$1.29M 0.01% 1033
2015
Q4 		$6.64M Buy
170,580
+112,210
+192% +$4.54M 0.01% 979
2015
Q3 		$2.3M Buy
58,370
+13,370
+30% +$486K ﹤0.01% 1359
2015
Q2 		$1.47M Buy
45,000
+1,000
+2% +$32.7K ﹤0.01% 1530
2015
Q1 		$1.45M Buy
44,000
+1,000
+2% +$30.9K ﹤0.01% 1487
2014
Q4 		$1.22M Buy
43,000
+2,000
+5% +$54.2K ﹤0.01% 1523
2014
Q3 		$1.07M Hold
41,000
– – ﹤0.01% 1545
2014
Q2 		$1.19M Hold
41,000
– – ﹤0.01% 1519
2014
Q1 		$951K Buy
41,000
+1,000
+3% +$23.1K ﹤0.01% 1586
2013
Q4 		$952K Hold
40,000
– – ﹤0.01% 1541
2013
Q3 		$737K Buy
40,000
+16,000
+67% +$276K ﹤0.01% 1614
2013
Q2 		$389K Buy
+24,000
New +$399K ﹤0.01% 1826

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
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

UBS AM's UHAL Position: Q1 2026 in Review

UBS AM reduced its U-Haul Holding Co (UHAL) stake by 20% in Q1 2026, selling an estimated $133K and leaving 10,167 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #2562.

UBS AM first reported a position in UHAL in Q2 2013 and has held it in 50 quarters since. The position peaked at $35.6M in Q4 2021. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • UBS AM held 10,167 shares of U-Haul Holding Co worth $486K as of Q1 2026.
  • UBS AM sold 2,602 U-Haul Holding Co shares in Q1 2026, an estimated $133K.
  • U-Haul Holding Co made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #2562 holding.
  • UBS AM first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 50 quarters since.
  • UBS AM's U-Haul Holding Co position peaked at $35.6M in Q4 2021.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.