Essential Partners’s U-Haul Holding Co UHAL Stock Holding History

Essential Partners’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 Q4	–	Sell	-1	Closed	-$57	–	2921
2025 Q3	$57	Sell	1 -2	-67%	-$118	﹤0.01%	2556
2025 Q2	$182	Buy	+3	New	+$188	﹤0.01%	1969

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Essential Partners's UHAL Position: Q4 2025 in Review

Essential Partners sold out of U-Haul Holding Co (UHAL) in Q4 2025, closing a stake of 1 share — an estimated $57 sold.

Essential Partners first reported a position in UHAL in Q2 2025 and held it in 2 quarters. The position peaked at $182 in Q2 2025. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2025.

Essential Partners reported no remaining U-Haul Holding Co position as of Q4 2025 after selling out during the quarter.
Essential Partners sold 1 U-Haul Holding Co share in Q4 2025, an estimated $57.
Essential Partners first reported a position in U-Haul Holding Co in Q2 2025 and held it in 2 quarters.
Essential Partners's U-Haul Holding Co position peaked at $182 in Q2 2025.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2025.

Based on Essential Partners's 13F filing for Q4 2025, filed 21 May 2026.