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Clearstead Advisors’s U-Haul Holding Co UHAL Stock Holding History

Clearstead Advisors’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
-19
Closed -$1.24K – 2882
2025
Q1 		$1.24K Buy
+19
New +$1.32K ﹤0.01% 1966
2024
Q2 		– Sell
-500
Closed -$34.2K – 2072
2024
Q1 		$34.2K Hold
500
– – ﹤0.01% 849
2023
Q4 		$35.9K Sell
500
-500
-50% -$28.4K ﹤0.01% 821
2023
Q3 		$54.6K Buy
1,000
+500
+100% +$29K ﹤0.01% 871
2023
Q2 		$27.7K Hold
500
– – ﹤0.01% 844
2023
Q1 		$29.8K Hold
500
– – ﹤0.01% 772
2022
Q4 		$30.1K Buy
+500
New +$28.8K ﹤0.01% 725

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

Clearstead Advisors's UHAL Position: Q2 2025 in Review

Clearstead Advisors sold out of U-Haul Holding Co (UHAL) in Q2 2025, closing a stake of 19 shares — an estimated $1.24K sold.

Clearstead Advisors first reported a position in UHAL in Q4 2022 and held it in 7 quarters. The position peaked at $54.6K in Q3 2023. 212 funds tracked by Wall St. Rank hold UHAL as of Q2 2025.

  • Clearstead Advisors reported no remaining U-Haul Holding Co position as of Q2 2025 after selling out during the quarter.
  • Clearstead Advisors sold 19 U-Haul Holding Co shares in Q2 2025, an estimated $1.24K.
  • Clearstead Advisors first reported a position in U-Haul Holding Co in Q4 2022 and held it in 7 quarters.
  • Clearstead Advisors's U-Haul Holding Co position peaked at $54.6K in Q3 2023.
  • 212 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.