Global Retirement Partners’s U-Haul Holding Co UHAL Stock Holding History

Global Retirement 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	$958	Buy	+19	New	+$1.01K	﹤0.01%	3895
2024 Q4	$207	Buy	+3	New	+$218	﹤0.01%	3503
2023 Q2	–	Sell	-9	Closed	-$548	–	3251
2023 Q1	$548	Buy	+9	New	+$566	﹤0.01%	2900
2019 Q2	–	Sell	-90	Closed	-$3K	–	1710
2019 Q1	$3K	Hold	90	–	–	﹤0.01%	1366
2018 Q4	$3K	Hold	90	–	–	﹤0.01%	1295
2018 Q3	$3K	Hold	90	–	–	﹤0.01%	1357
2018 Q2	$3K	Hold	90	–	–	﹤0.01%	1337
2018 Q1	$3K	Hold	90	–	–	﹤0.01%	1288
2017 Q4	$3K	Hold	90	–	–	﹤0.01%	1254
2017 Q3	$3K	Sell	90 -100	-53%	-$3.74K	﹤0.01%	1104
2017 Q2	$7K	Hold	190	–	–	﹤0.01%	877
2017 Q1	$7K	Hold	190	–	–	﹤0.01%	844
2016 Q4	$7K	Buy	+190	New	+$6.52K	﹤0.01%	793

Other funds holding UHAL

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 Oslo, Norway $935B AUM

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

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

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 New York $166B AUM 43.98% 1-Year Est. Return

Global Retirement Partners's UHAL Position: Q4 2025 in Review

Global Retirement Partners opened a new position in U-Haul Holding Co (UHAL) in Q4 2025: 19 shares worth $958. The stake represents ﹤0.01% of the portfolio and ranks #3895 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UHAL as recently as Q4 2024.

Global Retirement Partners first reported a position in UHAL in Q4 2016 and has held it in 13 quarters since. The position peaked at $7K in Q2 2017. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2025.

Global Retirement Partners held 19 shares of U-Haul Holding Co worth $958 as of Q4 2025.
U-Haul Holding Co was a new Global Retirement Partners position in Q4 2025.
U-Haul Holding Co made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3895 holding.
Global Retirement Partners first reported a position in U-Haul Holding Co in Q4 2016 and has held it in 13 quarters since.
Global Retirement Partners's U-Haul Holding Co position peaked at $7K in Q2 2017.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.