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Coldstream Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Coldstream Capital Management’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
-67
Closed -$4.38K – 3225
2025
Q1 		$4.38K Buy
+67
New +$4.64K ﹤0.01% 2756

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

Coldstream Capital Management's UHAL Position: Q2 2025 in Review

Coldstream Capital Management sold out of U-Haul Holding Co (UHAL) in Q2 2025, closing a stake of 67 shares — an estimated $4.38K sold.

Coldstream Capital Management first reported a position in UHAL in Q1 2025 and held it in 1 quarter. The position peaked at $4.38K in Q1 2025. 212 funds tracked by Wall St. Rank hold UHAL as of Q2 2025.

  • Coldstream Capital Management reported no remaining U-Haul Holding Co position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 67 U-Haul Holding Co shares in Q2 2025, an estimated $4.38K.
  • Coldstream Capital Management first reported a position in U-Haul Holding Co in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's U-Haul Holding Co position peaked at $4.38K in Q1 2025.
  • 212 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.