Franklin Resources
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Franklin Resources’s U-Haul Holding Co UHAL Stock Holding History

Franklin Resources’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
-182,757
Closed -$5.47M – 3271
2025
Q3 		$5.47M Buy
182,757
+175,614
+2,459% +$10.4M ﹤0.01% 1388
2025
Q2 		$433K Sell
7,143
-7
-0.1% -$438 ﹤0.01% 2385
2025
Q1 		$467K Buy
7,150
+5,963
+502% +$413K ﹤0.01% 2289
2024
Q4 		$82K Sell
1,187
-813
-41% -$58.9K ﹤0.01% 2765
2024
Q3 		$149K Buy
+2,000
New +$137K ﹤0.01% 2695
2023
Q2 		– Sell
-14,323
Closed -$854K – 2770
2023
Q1 		$854K Sell
14,323
-2,402
-14% -$151K ﹤0.01% 1537
2022
Q4 		$1.01M Buy
+16,725
New +$962K ﹤0.01% 1512
2022
Q3 		– Sell
-23,720
Closed -$1.14M – 2409
2022
Q2 		$1.14M Sell
23,720
-1,300
-5% -$67.2K ﹤0.01% 1507
2022
Q1 		$1.49M Sell
25,020
-82,400
-77% -$5.08M ﹤0.01% 1497
2021
Q4 		$7.8M Buy
107,420
+80,090
+293% +$5.77M ﹤0.01% 1117
2021
Q3 		$1.76M Buy
27,330
+16,760
+159% +$1.05M ﹤0.01% 1490
2021
Q2 		$623K Sell
10,570
-18,950
-64% -$1.11M ﹤0.01% 1567
2021
Q1 		$1.81M Buy
+29,520
New +$1.57M ﹤0.01% 1359
2020
Q1 		– Sell
-55,050
Closed -$2.07M – 1570
2019
Q4 		$2.07M Sell
55,050
-2,200
-4% -$83.5K ﹤0.01% 1168
2019
Q3 		$2.23M Buy
57,250
+47,730
+501% +$1.76M ﹤0.01% 1140
2019
Q2 		$360K Buy
+9,520
New +$363K ﹤0.01% 1427

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Franklin Resources's UHAL Position: Q4 2025 in Review

Franklin Resources sold out of U-Haul Holding Co (UHAL) in Q4 2025, closing a stake of 182,757 shares — an estimated $5.47M sold.

Franklin Resources first reported a position in UHAL in Q2 2019 and held it in 16 quarters. The position peaked at $7.8M in Q4 2021. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2025.

  • Franklin Resources reported no remaining U-Haul Holding Co position as of Q4 2025 after selling out during the quarter.
  • Franklin Resources sold 182,757 U-Haul Holding Co shares in Q4 2025, an estimated $5.47M.
  • Franklin Resources first reported a position in U-Haul Holding Co in Q2 2019 and held it in 16 quarters.
  • Franklin Resources's U-Haul Holding Co position peaked at $7.8M in Q4 2021.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2025.

Based on Franklin Resources's 13F filing for Q4 2025, filed 11 Feb 2026.