Applied Fundamental Research’s U-Haul Holding Co UHAL Stock Holding History

Applied Fundamental Research’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 Q2	–	Sell	-25,087	Closed	-$1.64M	–	13
2025 Q1	$1.64M	Hold	25,087	–	–	1.37%	11
2024 Q4	$1.73M	Sell	25,087 -36,213	-59%	-$2.63M	1.36%	12
2024 Q3	$4.75M	Hold	61,300	–	–	3.14%	12
2024 Q2	$3.78M	Buy	61,300 +7,021	+13%	+$457K	2.78%	11
2024 Q1	$3.67M	Sell	54,279 -1,257	-2%	-$83.1K	2.71%	10
2023 Q4	$3.99M	Sell	55,536 -1,000	-2%	-$56.7K	2.88%	11
2023 Q3	$3.09M	Buy	+56,536	New	+$3.28M	2.24%	11
2023 Q1	–	Sell	-11,154	Closed	-$671K	–	12
2022 Q4	$671K	Sell	11,154 -100,386	-90%	-$5.77M	0.48%	12
2022 Q3	$5.68M	Sell	111,540 -17,910	-14%	-$938K	4.61%	10
2022 Q2	$6.19M	Hold	129,450	–	–	3.45%	10
2022 Q1	$7.73M	Sell	129,450 -14,220	-10%	-$877K	3.48%	11
2021 Q4	$10.4M	Hold	143,670	–	–	5.01%	10
2021 Q3	$10.6M	Buy	143,670 +10,530	+8%	+$660K	5.65%	9
2021 Q2	$7.85M	Buy	133,140 +10,240	+8%	+$600K	5.27%	9
2021 Q1	$7.53M	Sell	122,900 -3,330	-3%	-$177K	6.35%	9
2020 Q4	$5.73M	Buy	+126,230	New	+$5.03M	5.46%	9

Other funds holding UHAL

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

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

YAM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Applied Fundamental Research's UHAL Position: Q2 2025 in Review

Applied Fundamental Research sold out of U-Haul Holding Co (UHAL) in Q2 2025, closing a stake of 25,087 shares — an estimated $1.64M sold.

Applied Fundamental Research first reported a position in UHAL in Q4 2020 and held it in 16 quarters. The position peaked at $10.6M in Q3 2021. 212 funds tracked by Wall St. Rank hold UHAL as of Q2 2025.

Applied Fundamental Research reported no remaining U-Haul Holding Co position as of Q2 2025 after selling out during the quarter.
Applied Fundamental Research sold 25,087 U-Haul Holding Co shares in Q2 2025, an estimated $1.64M.
Applied Fundamental Research first reported a position in U-Haul Holding Co in Q4 2020 and held it in 16 quarters.
Applied Fundamental Research's U-Haul Holding Co position peaked at $10.6M in Q3 2021.
212 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2025.

Based on Applied Fundamental Research's 13F filing for Q2 2025, filed 28 Jul 2025.