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Atlantic Private Wealth’s U-Haul Holding Co UHAL Stock Holding History

Atlantic Private Wealth’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
Q3 		– Sell
-300
Closed -$18.2K – 252
2025
Q2 		$18.2K Hold
300
– – 0.01% 159
2025
Q1 		$19.6K Hold
300
– – 0.01% 158
2024
Q4 		$20.7K Hold
300
– – 0.02% 142
2024
Q3 		$23.2K Buy
+300
New +$20.5K 0.02% 128

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ECM
Estuary Capital Management Wayzata, Minnesota $598M AUM 1.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Atlantic Private Wealth's UHAL Position: Q3 2025 in Review

Atlantic Private Wealth sold out of U-Haul Holding Co (UHAL) in Q3 2025, closing a stake of 300 shares — an estimated $18.2K sold.

Atlantic Private Wealth first reported a position in UHAL in Q3 2024 and held it in 4 quarters. The position peaked at $23.2K in Q3 2024. 209 funds tracked by Wall St. Rank hold UHAL as of Q3 2025.

  • Atlantic Private Wealth reported no remaining U-Haul Holding Co position as of Q3 2025 after selling out during the quarter.
  • Atlantic Private Wealth sold 300 U-Haul Holding Co shares in Q3 2025, an estimated $18.2K.
  • Atlantic Private Wealth first reported a position in U-Haul Holding Co in Q3 2024 and held it in 4 quarters.
  • Atlantic Private Wealth's U-Haul Holding Co position peaked at $23.2K in Q3 2024.
  • 209 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2025.

Based on Atlantic Private Wealth's 13F filing for Q3 2025, filed 3 Nov 2025.