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Asset Planning Inc’s U-Haul Holding Co UHAL Stock Holding History

Asset Planning Inc’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
-6,480
Closed -$370K – 303
2025
Q3 		$370K Sell
6,480
-620
-9% -$36.5K 0.27% 63
2025
Q2 		$430K Hold
7,100
– – 0.32% 50
2025
Q1 		$464K Hold
7,100
– – 0.36% 45
2024
Q4 		$491K Buy
+7,100
New +$515K 0.37% 48

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

Asset Planning Inc's UHAL Position: Q4 2025 in Review

Asset Planning Inc sold out of U-Haul Holding Co (UHAL) in Q4 2025, closing a stake of 6,480 shares — an estimated $370K sold.

Asset Planning Inc first reported a position in UHAL in Q4 2024 and held it in 4 quarters. The position peaked at $491K in Q4 2024. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2025.

  • Asset Planning Inc reported no remaining U-Haul Holding Co position as of Q4 2025 after selling out during the quarter.
  • Asset Planning Inc sold 6,480 U-Haul Holding Co shares in Q4 2025, an estimated $370K.
  • Asset Planning Inc first reported a position in U-Haul Holding Co in Q4 2024 and held it in 4 quarters.
  • Asset Planning Inc's U-Haul Holding Co position peaked at $491K in Q4 2024.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2025.

Based on Asset Planning Inc's 13F filing for Q4 2025, filed 3 Feb 2026.