First Trust Advisors
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First Trust Advisors’s U-Haul Holding Co UHAL Stock Holding History

First Trust 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
2025
Q3 		– Sell
-4,312
Closed -$261K – 2737
2025
Q2 		$261K Buy
+4,312
New +$270K ﹤0.01% 2451
2023
Q4 		– Sell
-299,221
Closed -$16.3M – 2440
2023
Q3 		$16.3M Buy
299,221
+21,083
+8% +$1.22M 0.02% 827
2023
Q2 		$15.4M Buy
278,138
+199,486
+254% +$11.7M 0.02% 864
2023
Q1 		$4.69M Sell
78,652
-64,254
-45% -$4.04M 0.01% 1259
2022
Q4 		$8.6M Sell
142,906
-11,064
-7% -$636K 0.01% 1010
2022
Q3 		$7.84M Sell
153,970
-11,570
-7% -$606K 0.01% 1019
2022
Q2 		$7.92M Sell
165,540
-191,880
-54% -$9.92M 0.01% 1034
2022
Q1 		$21.3M Sell
357,420
-79,180
-18% -$4.88M 0.02% 777
2021
Q4 		$31.7M Sell
436,600
-2,180
-0.5% -$157K 0.03% 649
2021
Q3 		$28.3M Sell
438,780
-103,870
-19% -$6.51M 0.03% 644
2021
Q2 		$32M Buy
542,650
+8,470
+2% +$496K 0.03% 595
2021
Q1 		$32.7M Buy
534,180
+113,600
+27% +$6.04M 0.04% 545
2020
Q4 		$19.1M Sell
420,580
-9,520
-2% -$379K 0.03% 632
2020
Q3 		$15.3M Buy
430,100
+289,230
+205% +$9.85M 0.02% 597
2020
Q2 		$4.26M Buy
140,870
+10,910
+8% +$320K 0.01% 1049
2020
Q1 		$3.78M Sell
129,960
-18,700
-13% -$632K 0.01% 976
2019
Q4 		$5.59M Buy
148,660
+23,400
+19% +$888K 0.01% 1055
2019
Q3 		$4.89M Sell
125,260
-51,580
-29% -$1.91M 0.01% 1068
2019
Q2 		$6.69M Sell
176,840
-39,850
-18% -$1.52M 0.01% 913
2019
Q1 		$8.05M Sell
216,690
-60,840
-22% -$2.21M 0.02% 839
2018
Q4 		$9.11M Sell
277,530
-12,530
-4% -$423K 0.02% 745
2018
Q3 		$10.3M Buy
290,060
+5,820
+2% +$215K 0.02% 827
2018
Q2 		$10.1M Buy
284,240
+89,350
+46% +$3.11M 0.02% 787
2018
Q1 		$6.73M Buy
194,890
+17,990
+10% +$639K 0.02% 910
2017
Q4 		$6.68M Buy
176,900
+17,960
+11% +$672K 0.02% 914
2017
Q3 		$5.96M Buy
158,940
+4,070
+3% +$152K 0.02% 968
2017
Q2 		$5.67M Sell
154,870
-328,260
-68% -$11.9M 0.02% 974
2017
Q1 		$18.4M Sell
483,130
-133,690
-22% -$5.02M 0.05% 537
2016
Q4 		$22.8M Buy
616,820
+77,800
+14% +$2.67M 0.07% 396
2016
Q3 		$17.5M Buy
539,020
+117,640
+28% +$4.2M 0.05% 506
2016
Q2 		$15.8M Sell
421,380
-100,470
-19% -$3.63M 0.05% 510
2016
Q1 		$18.6M Sell
521,850
-310,460
-37% -$10.8M 0.06% 417
2015
Q4 		$32.4M Buy
+832,310
New +$33.6M 0.08% 252
2015
Q1 		– Sell
-478,060
Closed -$13.6M – 2305
2014
Q4 		$13.6M Sell
478,060
-146,950
-24% -$3.98M 0.05% 567
2014
Q3 		$16.4M Buy
625,010
+241,380
+63% +$6.67M 0.06% 470
2014
Q2 		$11.2M Sell
383,630
-88,190
-19% -$2.33M 0.05% 612
2014
Q1 		$11M Buy
471,820
+73,970
+19% +$1.71M 0.05% 612
2013
Q4 		$9.46M Buy
397,850
+36,180
+10% +$778K 0.05% 644
2013
Q3 		$6.66M Buy
+361,670
New +$6.24M 0.04% 724

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

First Trust Advisors's UHAL Position: Q3 2025 in Review

First Trust Advisors sold out of U-Haul Holding Co (UHAL) in Q3 2025, closing a stake of 4,312 shares — an estimated $261K sold.

First Trust Advisors first reported a position in UHAL in Q3 2013 and held it in 39 quarters. The position peaked at $32.7M in Q1 2021. 209 funds tracked by Wall St. Rank hold UHAL as of Q3 2025.

  • First Trust Advisors reported no remaining U-Haul Holding Co position as of Q3 2025 after selling out during the quarter.
  • First Trust Advisors sold 4,312 U-Haul Holding Co shares in Q3 2025, an estimated $261K.
  • First Trust Advisors first reported a position in U-Haul Holding Co in Q3 2013 and held it in 39 quarters.
  • First Trust Advisors's U-Haul Holding Co position peaked at $32.7M in Q1 2021.
  • 209 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2025.

Based on First Trust Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.