Envestnet Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.46M | Buy |
93,366
+2,796
| +3% | +$143K | ﹤0.01% | 2395 |
|
|
2025
Q4 | $4.57M | Sell |
90,570
-30,200
| -25% | -$1.61M | ﹤0.01% | 2240 |
|
|
2025
Q3 | $6.89M | Sell |
120,770
-7,608
| -6% | -$448K | ﹤0.01% | 2014 |
|
|
2025
Q2 | $7.77M | Sell |
128,378
-2,094
| -2% | -$131K | ﹤0.01% | 1907 |
|
|
2025
Q1 | $8.53M | Buy |
130,472
+25,115
| +24% | +$1.74M | ﹤0.01% | 1775 |
|
|
2024
Q4 | $7.28M | Buy |
105,357
+8,627
| +9% | +$626K | ﹤0.01% | 1858 |
|
|
2024
Q3 | $7.49M | Buy |
96,730
+7,937
| +9% | +$543K | ﹤0.01% | 1842 |
|
|
2024
Q2 | $5.48M | Buy |
88,793
+2,828
| +3% | +$184K | ﹤0.01% | 1964 |
|
|
2024
Q1 | $5.81M | Buy |
85,965
+11,838
| +16% | +$782K | ﹤0.01% | 1877 |
|
|
2023
Q4 | $5.32M | Buy |
74,127
+4,358
| +6% | +$247K | ﹤0.01% | 1857 |
|
|
2023
Q3 | $3.81M | Buy |
69,769
+50,052
| +254% | +$2.91M | ﹤0.01% | 1980 |
|
|
2023
Q2 | $1.09M | Buy |
19,717
+12,070
| +158% | +$708K | ﹤0.01% | 2690 |
|
|
2023
Q1 | $456K | Buy |
+7,647
| New | +$481K | ﹤0.01% | 3203 |
|
|
2022
Q4 | – | Sell |
-35,330
| Closed | -$1.8M | – | 4072 |
|
|
2022
Q3 | $1.8M | Sell |
35,330
-7,890
| -18% | -$413K | ﹤0.01% | 2146 |
|
|
2022
Q2 | $2.07M | Buy |
43,220
+4,070
| +10% | +$210K | ﹤0.01% | 2087 |
|
|
2022
Q1 | $2.34M | Buy |
39,150
+620
| +2% | +$38.2K | ﹤0.01% | 2099 |
|
|
2021
Q4 | $2.8M | Buy |
38,530
+10,820
| +39% | +$779K | ﹤0.01% | 1949 |
|
|
2021
Q3 | $1.79M | Sell |
27,710
-220
| -0.8% | -$13.8K | ﹤0.01% | 2162 |
|
|
2021
Q2 | $1.65M | Sell |
27,930
-1,020
| -4% | -$59.8K | ﹤0.01% | 2188 |
|
|
2021
Q1 | $1.77M | Sell |
28,950
-8,130
| -22% | -$433K | ﹤0.01% | 2019 |
|
|
2020
Q4 | $1.68M | Sell |
37,080
-5,860
| -14% | -$233K | ﹤0.01% | 1865 |
|
|
2020
Q3 | $1.53M | Sell |
42,940
-2,540
| -6% | -$86.5K | ﹤0.01% | 1769 |
|
|
2020
Q2 | $1.37M | Sell |
45,480
-12,330
| -21% | -$361K | ﹤0.01% | 1783 |
|
|
2020
Q1 | $1.68M | Buy |
57,810
+300
| +0.5% | +$10.1K | ﹤0.01% | 1513 |
|
|
2019
Q4 | $2.16M | Buy |
57,510
+4,340
| +8% | +$165K | ﹤0.01% | 1562 |
|
|
2019
Q3 | $2.07M | Sell |
53,170
-1,650
| -3% | -$61K | ﹤0.01% | 1521 |
|
|
2019
Q2 | $2.08M | Buy |
54,820
+330
| +0.6% | +$12.6K | ﹤0.01% | 1534 |
|
|
2019
Q1 | $2.02M | Buy |
54,490
+4,060
| +8% | +$148K | ﹤0.01% | 1473 |
|
|
2018
Q4 | $1.65M | Buy |
+50,430
| New | +$1.7M | ﹤0.01% | 1439 |
|
|
2018
Q3 | – | Sell |
-6,040
| Closed | -$215K | – | 2545 |
|
|
2018
Q2 | $215K | Buy |
6,040
+90
| +2% | +$3.13K | ﹤0.01% | 1632 |
|
|
2018
Q1 | $206K | Sell |
5,950
-10,810
| -64% | -$384K | ﹤0.01% | 1574 |
|
|
2017
Q4 | $634K | Buy |
16,760
+1,060
| +7% | +$39.6K | ﹤0.01% | 1380 |
|
|
2017
Q3 | $589K | Sell |
15,700
-4,140
| -21% | -$155K | ﹤0.01% | 1387 |
|
|
2017
Q2 | $727K | Buy |
19,840
+14,290
| +257% | +$518K | ﹤0.01% | 1323 |
|
|
2017
Q1 | $211K | Sell |
5,550
-380
| -6% | -$14.3K | ﹤0.01% | 1904 |
|
|
2016
Q4 | $217K | Buy |
+5,930
| New | +$203K | ﹤0.01% | 1853 |
|
|
2015
Q1 | – | Sell |
-600
| Closed | -$17K | – | 2401 |
|
|
2014
Q4 | $17K | Buy |
600
+30
| +5% | +$813 | ﹤0.01% | 1810 |
|
|
2014
Q3 | $15K | Hold |
570
| – | – | ﹤0.01% | 1992 |
|
|
2014
Q2 | $17K | Sell |
570
-160
| -22% | -$4.23K | ﹤0.01% | 1825 |
|
|
2014
Q1 | $17K | Hold |
730
| – | – | ﹤0.01% | 1710 |
|
|
2013
Q4 | $17K | Sell |
730
-650
| -47% | -$14K | ﹤0.01% | 1557 |
|
|
2013
Q3 | $25K | Buy |
1,380
+850
| +160% | +$14.7K | ﹤0.01% | 1411 |
|
|
2013
Q2 | $9K | Buy |
+530
| New | +$8.8K | ﹤0.01% | 1714 |
|
Other funds holding UHAL
VCM
SCA
VPM
YAM
SI
QCM