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Capital Analysts LLC’s U-Haul Holding Co UHAL Stock Holding History

Capital Analysts LLC’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
-492
Closed -$28K – 1504
2025
Q3 		$28K Buy
+492
New +$29K ﹤0.01% 1003
2018
Q4 		– Sell
-250
Closed -$9K – 626
2018
Q3 		$9K Sell
250
-7,930
-97% -$293K ﹤0.01% 451
2018
Q2 		$291K Sell
8,180
-1,140
-12% -$39.6K 0.03% 179
2018
Q1 		$322K Sell
9,320
-150
-2% -$5.33K 0.04% 170
2017
Q4 		$358K Buy
9,470
+250
+3% +$9.35K 0.04% 167
2017
Q3 		$346K Hold
9,220
– – 0.05% 165
2017
Q2 		$338K Buy
+9,220
New +$334K 0.05% 170
2016
Q3 		– Sell
-7,080
Closed -$265K – 419
2016
Q2 		$265K Hold
7,080
– – 0.05% 161
2016
Q1 		$253K Buy
7,080
+1,450
+26% +$50.5K 0.05% 166
2015
Q4 		$219K Sell
5,630
-5,030
-47% -$203K 0.04% 170
2015
Q3 		$419K Buy
10,660
+5,580
+110% +$203K 0.08% 155
2015
Q2 		$166K Hold
5,080
– – 0.03% 185
2015
Q1 		$168K Buy
+5,080
New +$157K 0.04% 175

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

Capital Analysts LLC's UHAL Position: Q4 2025 in Review

Capital Analysts LLC sold out of U-Haul Holding Co (UHAL) in Q4 2025, closing a stake of 492 shares — an estimated $28K sold.

Capital Analysts LLC first reported a position in UHAL in Q1 2015 and held it in 13 quarters. The position peaked at $419K in Q3 2015. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2025.

  • Capital Analysts LLC reported no remaining U-Haul Holding Co position as of Q4 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 492 U-Haul Holding Co shares in Q4 2025, an estimated $28K.
  • Capital Analysts LLC first reported a position in U-Haul Holding Co in Q1 2015 and held it in 13 quarters.
  • Capital Analysts LLC's U-Haul Holding Co position peaked at $419K in Q3 2015.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2025.

Based on Capital Analysts LLC's 13F filing for Q4 2025, filed 11 Feb 2026.