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Empowered Funds’s U-Haul Holding Co UHAL Stock Holding History

Empowered Funds’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
Q3 		– Sell
-7,355
Closed -$445K – 1948
2025
Q2 		$445K Buy
+7,355
New +$460K 0.01% 1362
2022
Q1 		– Sell
-67,140
Closed -$4.88M – 304
2021
Q4 		$4.88M Buy
+67,140
New +$4.83M 0.55% 64

Other funds holding UHAL

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ECM
Estuary Capital Management Wayzata, Minnesota $598M AUM 1.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Empowered Funds's UHAL Position: Q3 2025 in Review

Empowered Funds sold out of U-Haul Holding Co (UHAL) in Q3 2025, closing a stake of 7,355 shares — an estimated $445K sold.

Empowered Funds first reported a position in UHAL in Q4 2021 and held it in 2 quarters. The position peaked at $4.88M in Q4 2021. 209 funds tracked by Wall St. Rank hold UHAL as of Q3 2025.

  • Empowered Funds reported no remaining U-Haul Holding Co position as of Q3 2025 after selling out during the quarter.
  • Empowered Funds sold 7,355 U-Haul Holding Co shares in Q3 2025, an estimated $445K.
  • Empowered Funds first reported a position in U-Haul Holding Co in Q4 2021 and held it in 2 quarters.
  • Empowered Funds's U-Haul Holding Co position peaked at $4.88M in Q4 2021.
  • 209 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2025.

Based on Empowered Funds's 13F filing for Q3 2025, filed 13 Nov 2025.