Commonwealth Equity Services’s U-Haul Holding Co UHAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-5,023
| Closed | -$287K | – | 4451 |
|
|
2025
Q3 | $287K | Sell |
5,023
-1,398
| -22% | -$82.4K | ﹤0.01% | 3688 |
|
|
2025
Q2 | $389K | Sell |
6,421
-1,927
| -23% | -$121K | ﹤0.01% | 3368 |
|
|
2025
Q1 | $546K | Buy |
8,348
+379
| +5% | +$26.3K | ﹤0.01% | 2956 |
|
|
2024
Q4 | $551K | Sell |
7,969
-285
| -3% | -$20.7K | ﹤0.01% | 2884 |
|
|
2024
Q3 | $640K | Buy |
8,254
+1,842
| +29% | +$126K | ﹤0.01% | 2700 |
|
|
2024
Q2 | $396K | Sell |
6,412
-625
| -9% | -$40.7K | ﹤0.01% | 3046 |
|
|
2024
Q1 | $475K | Buy |
7,037
+94
| +1% | +$6.21K | ﹤0.01% | 2861 |
|
|
2023
Q4 | $499K | Buy |
+6,943
| New | +$394K | ﹤0.01% | 2708 |
|
|
2023
Q3 | – | Sell |
-6,309
| Closed | -$349K | – | 3937 |
|
|
2023
Q2 | $349K | Buy |
+6,309
| New | +$370K | ﹤0.01% | 2917 |
|
|
2022
Q4 | – | Sell |
-21,500
| Closed | -$1.09M | – | 3802 |
|
|
2022
Q3 | $1.09M | Buy |
21,500
+3,850
| +22% | +$202K | ﹤0.01% | 1833 |
|
|
2022
Q2 | $844K | Sell |
17,650
-690
| -4% | -$35.7K | ﹤0.01% | 2030 |
|
|
2022
Q1 | $1.09M | Sell |
18,340
-60
| -0.3% | -$3.7K | ﹤0.01% | 1925 |
|
|
2021
Q4 | $1.34M | Buy |
18,400
+410
| +2% | +$29.5K | ﹤0.01% | 1782 |
|
|
2021
Q3 | $1.16M | Sell |
17,990
-290
| -2% | -$18.2K | ﹤0.01% | 1808 |
|
|
2021
Q2 | $1.08M | Sell |
18,280
-530
| -3% | -$31.1K | ﹤0.01% | 1857 |
|
|
2021
Q1 | $1.15M | Buy |
18,810
+7,680
| +69% | +$409K | ﹤0.01% | 1702 |
|
|
2020
Q4 | $505K | Buy |
11,130
+830
| +8% | +$33.1K | ﹤0.01% | 2143 |
|
|
2020
Q3 | $366K | Buy |
10,300
+2,350
| +30% | +$80.1K | ﹤0.01% | 2205 |
|
|
2020
Q2 | $240K | Buy |
7,950
+150
| +2% | +$4.39K | ﹤0.01% | 2452 |
|
|
2020
Q1 | $226K | Buy |
7,800
+2,080
| +36% | +$70.2K | ﹤0.01% | 2285 |
|
|
2019
Q4 | $215K | Buy |
+5,720
| New | +$217K | ﹤0.01% | 2566 |
|
|
2017
Q3 | – | Sell |
-8,650
| Closed | -$317K | – | 2615 |
|
|
2017
Q2 | $317K | Hold |
8,650
| – | – | ﹤0.01% | 1881 |
|
|
2017
Q1 | $330K | Buy |
8,650
+350
| +4% | +$13.2K | ﹤0.01% | 1786 |
|
|
2016
Q4 | $307K | Sell |
8,300
-160
| -2% | -$5.49K | ﹤0.01% | 1760 |
|
|
2016
Q3 | $274K | Sell |
8,460
-1,750
| -17% | -$62.5K | ﹤0.01% | 1779 |
|
|
2016
Q2 | $382K | Buy |
10,210
+1,670
| +20% | +$60.3K | ﹤0.01% | 1520 |
|
|
2016
Q1 | $305K | Buy |
8,540
+600
| +8% | +$20.9K | ﹤0.01% | 1625 |
|
|
2015
Q4 | $309K | Buy |
7,940
+1,410
| +22% | +$57K | ﹤0.01% | 1587 |
|
|
2015
Q3 | $257K | Sell |
6,530
-1,400
| -18% | -$50.9K | ﹤0.01% | 1659 |
|
|
2015
Q2 | $259K | Buy |
+7,930
| New | +$259K | ﹤0.01% | 1739 |
|
Other funds holding UHAL
SCA
SI
YAM
QCM
ACH
Commonwealth Equity Services's UHAL Position: Q4 2025 in Review
Commonwealth Equity Services sold out of U-Haul Holding Co (UHAL) in Q4 2025, closing a stake of 5,023 shares — an estimated $287K sold.
Commonwealth Equity Services first reported a position in UHAL in Q2 2015 and held it in 30 quarters. The position peaked at $1.34M in Q4 2021. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2025.
- Commonwealth Equity Services reported no remaining U-Haul Holding Co position as of Q4 2025 after selling out during the quarter.
- Commonwealth Equity Services sold 5,023 U-Haul Holding Co shares in Q4 2025, an estimated $287K.
- Commonwealth Equity Services first reported a position in U-Haul Holding Co in Q2 2015 and held it in 30 quarters.
- Commonwealth Equity Services's U-Haul Holding Co position peaked at $1.34M in Q4 2021.
- 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2025.
Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.