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Wallace Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Wallace Capital Management’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 		$2.96M Sell
45,170
-1,475
-3% -$80.9K 0.32% 27
2026
Q1 		$2.23M Buy
+46,645
New +$2.39M 0.26% 28

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

Wallace Capital Management's UHAL Position: Q2 2026 in Review

Wallace Capital Management reduced its U-Haul Holding Co (UHAL) stake by 3.2% in Q2 2026, selling an estimated $80.9K and leaving 45,170 shares worth $2.96M. The position accounts for 0.32% of the portfolio, ranked #27.

Wallace Capital Management first reported a position in UHAL in Q1 2026 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Wallace Capital Management held 45,170 shares of U-Haul Holding Co worth $2.96M as of Q2 2026.
  • Wallace Capital Management sold 1,475 U-Haul Holding Co shares in Q2 2026, an estimated $80.9K.
  • U-Haul Holding Co made up 0.32% of Wallace Capital Management's portfolio in Q2 2026, its #27 holding.
  • Wallace Capital Management first reported a position in U-Haul Holding Co in Q1 2026 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Wallace Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.