EverSource Wealth Advisors’s U-Haul Holding Co UHAL Stock Holding History

EverSource Wealth Advisors’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
2026 Q1	$18.5K	Sell	388 -494	-56%	-$25.3K	﹤0.01%	2546
2025 Q4	$44.5K	Buy	882 +251	+40%	+$13.4K	﹤0.01%	1823
2025 Q3	$36K	Sell	631 -60	-9%	-$3.54K	﹤0.01%	1942
2025 Q2	$41.8K	Sell	691 -154	-18%	-$9.63K	﹤0.01%	1738
2025 Q1	$55.2K	Buy	845 +46	+6%	+$3.19K	﹤0.01%	1194
2024 Q4	$55.2K	Sell	799 -542	-40%	-$39.3K	﹤0.01%	1149
2024 Q3	$104K	Buy	1,341 +7	+0.5%	+$479	0.01%	778
2024 Q2	$89.1K	Sell	1,334 -740	-36%	-$48.2K	0.01%	841
2024 Q1	$131K	Sell	2,074 -13,235	-86%	-$875K	0.01%	620
2023 Q4	$1.1M	Sell	15,309 -26,309	-63%	-$1.49M	0.1%	155
2023 Q3	$2.27M	Sell	41,618 -2,708	-6%	-$157K	0.24%	94
2023 Q2	$2.45M	Buy	44,326 +6,857	+18%	+$402K	0.27%	90
2023 Q1	$2.24M	Buy	37,469 +36,651	+4,481%	+$2.31M	0.28%	93
2022 Q4	$49.2K	Buy	+818	New	+$47.1K	0.01%	771

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

EverSource Wealth Advisors's UHAL Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its U-Haul Holding Co (UHAL) stake by 56% in Q1 2026, selling an estimated $25.3K and leaving 388 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2546.

EverSource Wealth Advisors first reported a position in UHAL in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.45M in Q2 2023. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

EverSource Wealth Advisors held 388 shares of U-Haul Holding Co worth $18.5K as of Q1 2026.
EverSource Wealth Advisors sold 494 U-Haul Holding Co shares in Q1 2026, an estimated $25.3K.
U-Haul Holding Co made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2546 holding.
EverSource Wealth Advisors first reported a position in U-Haul Holding Co in Q4 2022 and has held it in 14 quarters since.
EverSource Wealth Advisors's U-Haul Holding Co position peaked at $2.45M in Q2 2023.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.