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Atria Investments’s U-Haul Holding Co UHAL Stock Holding History

Atria Investments’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
-6,675
Closed -$381K – 2134
2025
Q3 		$381K Sell
6,675
-71
-1% -$4.18K ﹤0.01% 1587
2025
Q2 		$409K Sell
6,746
-4,154
-38% -$260K ﹤0.01% 1530
2025
Q1 		$712K Buy
10,900
+97
+0.9% +$6.72K 0.01% 1168
2024
Q4 		$746K Sell
10,803
-78
-0.7% -$5.66K 0.01% 1135
2024
Q3 		$843K Buy
10,881
+716
+7% +$49K 0.01% 1064
2024
Q2 		$627K Buy
+10,165
New +$662K 0.01% 1191
2019
Q1 		– Sell
-6,720
Closed -$220K – 1025
2018
Q4 		$220K Buy
6,720
+20
+0.3% +$676 0.01% 777
2018
Q3 		$239K Sell
6,700
-2,250
-25% -$83K 0.01% 862
2018
Q2 		$319K Buy
+8,950
New +$311K 0.01% 721

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

Atria Investments's UHAL Position: Q4 2025 in Review

Atria Investments sold out of U-Haul Holding Co (UHAL) in Q4 2025, closing a stake of 6,675 shares — an estimated $381K sold.

Atria Investments first reported a position in UHAL in Q2 2018 and held it in 9 quarters. The position peaked at $843K in Q3 2024. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2025.

  • Atria Investments reported no remaining U-Haul Holding Co position as of Q4 2025 after selling out during the quarter.
  • Atria Investments sold 6,675 U-Haul Holding Co shares in Q4 2025, an estimated $381K.
  • Atria Investments first reported a position in U-Haul Holding Co in Q2 2018 and held it in 9 quarters.
  • Atria Investments's U-Haul Holding Co position peaked at $843K in Q3 2024.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.