CIBC Private Wealth Group’s U-Haul Holding Co UHAL Stock Holding History

CIBC Private Wealth Group’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	$5.34K	Sell	106 -11	-9%	-$585	﹤0.01%	2610
2025 Q3	$6.68K	Buy	117 +13	+13%	+$766	﹤0.01%	2506
2025 Q2	$6.3K	Sell	104 -5	-5%	-$313	﹤0.01%	2406
2025 Q1	$6.39K	Buy	109 +5	+5%	+$347	﹤0.01%	2389
2024 Q4	$7.11K	Buy	104 +100	+2,500%	+$7.25K	﹤0.01%	2373
2024 Q3	$310	Hold	4	–	–	﹤0.01%	3007
2024 Q2	$248	Hold	4	–	–	﹤0.01%	3042
2024 Q1	$272	Buy	+4	New	+$264	﹤0.01%	2973
2018 Q3	–	Sell	-750	Closed	-$27K	–	1683
2018 Q2	$27K	Hold	750	–	–	﹤0.01%	1327
2018 Q1	$26K	Buy	+750	New	+$26.7K	﹤0.01%	1322

Other funds holding UHAL

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 Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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 New York $166B AUM 43.98% 1-Year Est. Return

CIBC Private Wealth Group's UHAL Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its U-Haul Holding Co (UHAL) stake by 9.4% in Q4 2025, selling an estimated $585 and leaving 106 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2610.

CIBC Private Wealth Group first reported a position in UHAL in Q1 2018 and has held it in 10 quarters since. The position peaked at $27K in Q2 2018. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2025.

CIBC Private Wealth Group held 106 shares of U-Haul Holding Co worth $5.34K as of Q4 2025.
CIBC Private Wealth Group sold 11 U-Haul Holding Co shares in Q4 2025, an estimated $585.
U-Haul Holding Co made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2610 holding.
CIBC Private Wealth Group first reported a position in U-Haul Holding Co in Q1 2018 and has held it in 10 quarters since.
CIBC Private Wealth Group's U-Haul Holding Co position peaked at $27K in Q2 2018.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.