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Barnett & Company’s U-Haul Holding Co UHAL Stock Holding History

Barnett & Company’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
-12,150
Closed -$736K – 88
2025
Q2 		$736K Sell
12,150
-700
-5% -$43.8K 0.58% 48
2025
Q1 		$840K Sell
12,850
-1,200
-9% -$83.2K 0.7% 37
2024
Q4 		$971K Hold
14,050
– – 0.64% 42
2024
Q3 		$1.09M Hold
14,050
– – 0.72% 43
2024
Q2 		$867K Sell
14,050
-60
-0.4% -$3.9K 0.62% 44
2024
Q1 		$953K Sell
14,110
-400
-3% -$26.4K 0.65% 43
2023
Q4 		$1.04M Buy
14,510
+700
+5% +$39.7K 0.78% 40
2023
Q3 		$754K Buy
+13,810
New +$802K 0.59% 46

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

Barnett & Company's UHAL Position: Q3 2025 in Review

Barnett & Company sold out of U-Haul Holding Co (UHAL) in Q3 2025, closing a stake of 12,150 shares — an estimated $736K sold.

Barnett & Company first reported a position in UHAL in Q3 2023 and held it in 8 quarters. The position peaked at $1.09M in Q3 2024. 209 funds tracked by Wall St. Rank hold UHAL as of Q3 2025.

  • Barnett & Company reported no remaining U-Haul Holding Co position as of Q3 2025 after selling out during the quarter.
  • Barnett & Company sold 12,150 U-Haul Holding Co shares in Q3 2025, an estimated $736K.
  • Barnett & Company first reported a position in U-Haul Holding Co in Q3 2023 and held it in 8 quarters.
  • Barnett & Company's U-Haul Holding Co position peaked at $1.09M in Q3 2024.
  • 209 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2025.

Based on Barnett & Company's 13F filing for Q3 2025, filed 10 Nov 2025.