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

Ameritas Advisory Services’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
-500
Closed -$28.5K – 2037
2025
Q3 		$28.5K Sell
500
-50
-9% -$2.95K ﹤0.01% 1303
2025
Q2 		$33.3K Buy
+550
New +$34.4K ﹤0.01% 1501

Other funds holding UHAL

Vanguard Group
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
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Dimensional Fund Advisors
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Ameritas Advisory Services sold out of U-Haul Holding Co (UHAL) in Q4 2025, closing a stake of 500 shares — an estimated $28.5K sold.

Ameritas Advisory Services first reported a position in UHAL in Q2 2025 and held it in 2 quarters. The position peaked at $33.3K in Q2 2025. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2025.

  • Ameritas Advisory Services reported no remaining U-Haul Holding Co position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 500 U-Haul Holding Co shares in Q4 2025, an estimated $28.5K.
  • Ameritas Advisory Services first reported a position in U-Haul Holding Co in Q2 2025 and held it in 2 quarters.
  • Ameritas Advisory Services's U-Haul Holding Co position peaked at $33.3K in Q2 2025.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.