AssetMark Inc
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AssetMark Inc’s U-Haul Holding Co UHAL Stock Holding History

AssetMark 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
2026
Q1 		– Sell
-8
Closed -$403 – 3604
2025
Q4 		$403 Sell
8
-18
-69% -$958 ﹤0.01% 3137
2025
Q3 		$1.48K Sell
26
-27
-51% -$1.59K ﹤0.01% 2694
2025
Q2 		$3.21K Buy
53
+50
+1,667% +$3.13K ﹤0.01% 2274
2025
Q1 		$196 Buy
3
+1
+50% +$69 ﹤0.01% 2527
2024
Q4 		$138 Hold
2
– – ﹤0.01% 2510
2024
Q3 		$155 Buy
+2
New +$137 ﹤0.01% 2189

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
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

AssetMark Inc's UHAL Position: Q1 2026 in Review

AssetMark Inc sold out of U-Haul Holding Co (UHAL) in Q1 2026, closing a stake of 8 shares — an estimated $403 sold.

AssetMark Inc first reported a position in UHAL in Q3 2024 and held it in 6 quarters. The position peaked at $3.21K in Q2 2025. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • AssetMark Inc reported no remaining U-Haul Holding Co position as of Q1 2026 after selling out during the quarter.
  • AssetMark Inc sold 8 U-Haul Holding Co shares in Q1 2026, an estimated $403.
  • AssetMark Inc first reported a position in U-Haul Holding Co in Q3 2024 and held it in 6 quarters.
  • AssetMark Inc's U-Haul Holding Co position peaked at $3.21K in Q2 2025.
  • 203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.