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Blue Trust Inc’s U-Haul Holding Co UHAL Stock Holding History

Blue Trust 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
2025
Q3 		– Sell
-32
Closed -$1.94K – 2689
2025
Q2 		$1.94K Buy
32
+24
+300% +$1.5K ﹤0.01% 2133
2025
Q1 		$523 Hold
8
– – ﹤0.01% 2356
2024
Q4 		$553 Sell
8
-393
-98% -$28.5K ﹤0.01% 2319
2024
Q3 		$24.8K Buy
401
+212
+112% +$14.5K ﹤0.01% 1861
2024
Q2 		$12.8K Buy
189
+170
+895% +$11.1K ﹤0.01% 1841
2024
Q1 		$1.28K Sell
19
-79
-81% -$5.22K ﹤0.01% 1895
2023
Q4 		$6K Buy
98
+62
+172% +$3.52K ﹤0.01% 1800
2023
Q3 		$2K Buy
36
+14
+64% +$813 ﹤0.01% 1856
2023
Q2 		$1K Sell
22
-48
-69% -$2.82K ﹤0.01% 1941
2023
Q1 		$4K Buy
70
+16
+30% +$1.01K ﹤0.01% 1875
2022
Q4 		$28K Sell
54
-156
-74% -$8.97K ﹤0.01% 1165
2022
Q3 		$10K Buy
210
+190
+950% +$9.96K ﹤0.01% 1353
2022
Q2 		$1K Buy
+20
New +$1.03K ﹤0.01% 1839

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

Blue Trust Inc's UHAL Position: Q3 2025 in Review

Blue Trust Inc sold out of U-Haul Holding Co (UHAL) in Q3 2025, closing a stake of 32 shares — an estimated $1.94K sold.

Blue Trust Inc first reported a position in UHAL in Q2 2022 and held it in 13 quarters. The position peaked at $28K in Q4 2022. 209 funds tracked by Wall St. Rank hold UHAL as of Q3 2025.

  • Blue Trust Inc reported no remaining U-Haul Holding Co position as of Q3 2025 after selling out during the quarter.
  • Blue Trust Inc sold 32 U-Haul Holding Co shares in Q3 2025, an estimated $1.94K.
  • Blue Trust Inc first reported a position in U-Haul Holding Co in Q2 2022 and held it in 13 quarters.
  • Blue Trust Inc's U-Haul Holding Co position peaked at $28K in Q4 2022.
  • 209 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2025.

Based on Blue Trust Inc's 13F filing for Q3 2025, filed 16 Oct 2025.