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Global Financial Private Client’s U-Haul Holding Co UHAL Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-4
Closed -$261 – 1512
2025
Q1 		$261 Buy
4
+3
+300% +$208 ﹤0.01% 1470
2024
Q4 		$69 Buy
+1
New +$73 ﹤0.01% 1548

Other funds holding UHAL

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Financial Private Client's UHAL Position: Q2 2025 in Review

Global Financial Private Client sold out of U-Haul Holding Co (UHAL) in Q2 2025, closing a stake of 4 shares — an estimated $261 sold.

Global Financial Private Client first reported a position in UHAL in Q4 2024 and held it in 2 quarters. The position peaked at $261 in Q1 2025. 212 funds tracked by Wall St. Rank hold UHAL as of Q2 2025.

  • Global Financial Private Client reported no remaining U-Haul Holding Co position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 4 U-Haul Holding Co shares in Q2 2025, an estimated $261.
  • Global Financial Private Client first reported a position in U-Haul Holding Co in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's U-Haul Holding Co position peaked at $261 in Q1 2025.
  • 212 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.