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Belpointe Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Belpointe Asset Management’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
-6,910
Closed -$394K – 1109
2025
Q3 		$394K Buy
6,910
+721
+12% +$42.5K 0.02% 705
2025
Q2 		$375K Buy
6,189
+845
+16% +$52.9K 0.02% 682
2025
Q1 		$349K Buy
5,344
+1,214
+29% +$84.1K 0.02% 674
2024
Q4 		$293K Sell
4,130
-485
-11% -$35.2K 0.02% 663
2024
Q3 		$358K Buy
4,615
+1,224
+36% +$83.7K 0.02% 604
2024
Q2 		$209K Buy
+3,391
New +$221K 0.01% 713
2021
Q1 		– Sell
-2,250
Closed -$102K – 1075
2020
Q4 		$102K Buy
+2,250
New +$89.6K 0.01% 945

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

Belpointe Asset Management's UHAL Position: Q4 2025 in Review

Belpointe Asset Management sold out of U-Haul Holding Co (UHAL) in Q4 2025, closing a stake of 6,910 shares — an estimated $394K sold.

Belpointe Asset Management first reported a position in UHAL in Q4 2020 and held it in 7 quarters. The position peaked at $394K in Q3 2025. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2025.

  • Belpointe Asset Management reported no remaining U-Haul Holding Co position as of Q4 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 6,910 U-Haul Holding Co shares in Q4 2025, an estimated $394K.
  • Belpointe Asset Management first reported a position in U-Haul Holding Co in Q4 2020 and held it in 7 quarters.
  • Belpointe Asset Management's U-Haul Holding Co position peaked at $394K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.