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Capital Investment Advisory Services’s U-Haul Holding Co UHAL Stock Holding History

Capital Investment Advisory Services’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
Q2 		– Sell
-2,690
Closed -$176K – 1088
2025
Q1 		$176K Hold
2,690
– – 0.02% 553
2024
Q4 		$186K Hold
2,690
– – 0.02% 498
2024
Q3 		$208K Hold
2,690
– – 0.02% 492
2024
Q2 		$166K Hold
2,690
– – 0.02% 517
2024
Q1 		$182K Buy
+2,690
New +$178K 0.02% 500

Other funds holding UHAL

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Investment Advisory Services's UHAL Position: Q2 2025 in Review

Capital Investment Advisory Services sold out of U-Haul Holding Co (UHAL) in Q2 2025, closing a stake of 2,690 shares — an estimated $176K sold.

Capital Investment Advisory Services first reported a position in UHAL in Q1 2024 and held it in 5 quarters. The position peaked at $208K in Q3 2024. 212 funds tracked by Wall St. Rank hold UHAL as of Q2 2025.

  • Capital Investment Advisory Services reported no remaining U-Haul Holding Co position as of Q2 2025 after selling out during the quarter.
  • Capital Investment Advisory Services sold 2,690 U-Haul Holding Co shares in Q2 2025, an estimated $176K.
  • Capital Investment Advisory Services first reported a position in U-Haul Holding Co in Q1 2024 and held it in 5 quarters.
  • Capital Investment Advisory Services's U-Haul Holding Co position peaked at $208K in Q3 2024.
  • 212 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2025.

Based on Capital Investment Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.