Advisornet Financial’s U-Haul Holding Co UHAL Stock Holding History

Advisornet Financial’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	$1.2K	Sell	25 -16	-39%	-$820	﹤0.01%	1986
2025 Q4	$2.07K	Hold	41	–	–	﹤0.01%	1896
2025 Q3	$2.34K	Hold	41	–	–	﹤0.01%	1838
2025 Q2	$2.48K	Hold	41	–	–	﹤0.01%	1801
2025 Q1	$2.68K	Hold	41	–	–	﹤0.01%	1730
2024 Q4	$2.83K	Buy	+41	New	+$2.97K	﹤0.01%	1562
2024 Q1	–	Sell	-58	Closed	-$4.16K	–	2499
2023 Q4	$4.16K	Sell	58 -59	-50%	-$3.35K	﹤0.01%	1528
2023 Q3	$6.38K	Sell	117 -29	-20%	-$1.68K	﹤0.01%	1353
2023 Q2	$8.08K	Hold	146	–	–	﹤0.01%	1382
2023 Q1	$8.71K	Hold	146	–	–	﹤0.01%	1344
2022 Q4	$8.79K	Sell	146 -1,254	-90%	-$72.1K	﹤0.01%	1333
2022 Q3	$71K	Buy	1,400 +300	+27%	+$15.7K	0.01%	747
2022 Q2	$53K	Buy	1,100 +300	+38%	+$15.5K	0.01%	853
2022 Q1	$48K	Hold	800	–	–	﹤0.01%	984
2021 Q4	$58K	Hold	800	–	–	﹤0.01%	959
2021 Q3	$52K	Hold	800	–	–	﹤0.01%	997
2021 Q2	$47K	Hold	800	–	–	﹤0.01%	1013
2021 Q1	$49K	Hold	800	–	–	﹤0.01%	946
2020 Q4	$36K	Hold	800	–	–	﹤0.01%	969
2020 Q3	$28K	Hold	800	–	–	﹤0.01%	1002
2020 Q2	$24K	Buy	+800	New	+$23.4K	﹤0.01%	1065
2019 Q2	–	Sell	-1,440	Closed	-$53K	–	1792
2019 Q1	$53K	Hold	1,440	–	–	0.01%	721
2018 Q4	$47K	Hold	1,440	–	–	0.01%	704
2018 Q3	$51K	Hold	1,440	–	–	0.01%	712
2018 Q2	$51K	Hold	1,440	–	–	0.01%	697
2018 Q1	$50K	Hold	1,440	–	–	0.01%	698
2017 Q4	$54K	Buy	+1,440	New	+$53.9K	0.01%	633

Other funds holding UHAL

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Advisornet Financial's UHAL Position: Q1 2026 in Review

Advisornet Financial reduced its U-Haul Holding Co (UHAL) stake by 39% in Q1 2026, selling an estimated $820 and leaving 25 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1986.

Advisornet Financial first reported a position in UHAL in Q4 2017 and has held it in 27 quarters since. The position peaked at $71K in Q3 2022. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

Advisornet Financial held 25 shares of U-Haul Holding Co worth $1.2K as of Q1 2026.
Advisornet Financial sold 16 U-Haul Holding Co shares in Q1 2026, an estimated $820.
U-Haul Holding Co made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1986 holding.
Advisornet Financial first reported a position in U-Haul Holding Co in Q4 2017 and has held it in 27 quarters since.
Advisornet Financial's U-Haul Holding Co position peaked at $71K in Q3 2022.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.