Advisory Services Network’s U-Haul Holding Co UHAL Stock Holding History

Advisory Services Network’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
2025 Q4	–	Sell	-2	Closed	-$114	–	4109
2025 Q3	$114	Buy	+2	New	+$118	﹤0.01%	4326
2024 Q1	–	Sell	-1	Closed	-$72	–	3527
2023 Q4	$72	Buy	+1	New	+$57	﹤0.01%	3801
2021 Q3	–	Sell	-440	Closed	-$26K	–	3112
2021 Q2	$26K	Buy	+440	New	+$25.8K	﹤0.01%	2363
2021 Q1	–	Sell	-440	Closed	-$20K	–	2847
2020 Q4	$20K	Buy	440 +50	+13%	+$1.99K	﹤0.01%	2155
2020 Q3	$14K	Buy	+390	New	+$13.3K	﹤0.01%	2258
2020 Q2	–	Sell	-420	Closed	-$12K	–	2641
2020 Q1	$12K	Buy	420 +30	+8%	+$1.01K	﹤0.01%	2147
2019 Q4	$15K	Hold	390	–	–	﹤0.01%	2165
2019 Q3	$15K	Hold	390	–	–	﹤0.01%	1979
2019 Q2	$15K	Buy	+390	New	+$14.9K	﹤0.01%	1977
2019 Q1	–	Sell	-220	Closed	-$7K	–	2692
2018 Q4	$7K	Sell	220 -1,200	-85%	-$40.5K	﹤0.01%	1914
2018 Q3	$51K	Hold	1,420	–	–	﹤0.01%	1223
2018 Q2	$54K	Sell	1,420 -210	-13%	-$7.3K	﹤0.01%	1178
2018 Q1	$56K	Buy	1,630 +1,470	+919%	+$52.3K	﹤0.01%	1265
2017 Q4	$6K	Sell	160 -80	-33%	-$2.99K	﹤0.01%	2058
2017 Q3	$9K	Buy	240 +70	+41%	+$2.62K	﹤0.01%	1669
2017 Q2	$6K	Hold	170	–	–	﹤0.01%	1764
2017 Q1	$6K	Buy	+170	New	+$6.39K	﹤0.01%	1666
2016 Q3	$1K	Hold	20	–	–	﹤0.01%	1930
2016 Q2	$1K	Hold	20	–	–	﹤0.01%	1781
2016 Q1	$1K	Hold	20	–	–	﹤0.01%	1620
2015 Q4	$1K	Sell	20 -10	-33%	-$404	﹤0.01%	1466
2015 Q3	$1K	Hold	30	–	–	﹤0.01%	1458
2015 Q2	$1K	Buy	+30	New	+$980	﹤0.01%	1363

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Advisory Services Network's UHAL Position: Q4 2025 in Review

Advisory Services Network sold out of U-Haul Holding Co (UHAL) in Q4 2025, closing a stake of 2 shares — an estimated $114 sold.

Advisory Services Network first reported a position in UHAL in Q2 2015 and held it in 23 quarters. The position peaked at $56K in Q1 2018. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2025.

Advisory Services Network reported no remaining U-Haul Holding Co position as of Q4 2025 after selling out during the quarter.
Advisory Services Network sold 2 U-Haul Holding Co shares in Q4 2025, an estimated $114.
Advisory Services Network first reported a position in U-Haul Holding Co in Q2 2015 and held it in 23 quarters.
Advisory Services Network's U-Haul Holding Co position peaked at $56K in Q1 2018.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2025.

Based on Advisory Services Network's 13F filing for Q4 2025, filed 17 Feb 2026.