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Harel Insurance Investments & Financial Services’s U-Haul Holding Co UHAL Stock Holding History

Harel Insurance Investments & Financial Services’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
-1,179
Closed -$77K – 502
2025
Q1 		$77K Sell
1,179
-249
-17% -$17.3K ﹤0.01% 338
2024
Q4 		$99K Sell
1,428
-471
-25% -$34.2K ﹤0.01% 255
2024
Q3 		$147K Sell
1,899
-122
-6% -$8.34K ﹤0.01% 239
2024
Q2 		$125K Sell
2,021
-65
-3% -$4.23K ﹤0.01% 287
2024
Q1 		$141K Sell
2,086
-352
-14% -$23.3K ﹤0.01% 272
2023
Q4 		$175K Sell
2,438
-1,165
-32% -$66.1K ﹤0.01% 299
2023
Q3 		$197K Sell
3,603
-247
-6% -$14.3K ﹤0.01% 309
2023
Q2 		$213K Sell
3,850
-37
-1% -$2.17K 0.01% 306
2023
Q1 		$232K Sell
3,887
-645
-14% -$40.6K ﹤0.01% 318
2022
Q4 		$273K Sell
4,532
-1,398
-24% -$80.4K 0.01% 256
2022
Q3 		$302K Sell
5,930
-220
-4% -$11.5K 0.01% 263
2022
Q2 		$294K Sell
6,150
-400
-6% -$20.7K 0.01% 300
2022
Q1 		$391K Sell
6,550
-130
-2% -$8.01K 0.01% 283
2021
Q4 		$483K Buy
6,680
+410
+7% +$29.5K 0.01% 267
2021
Q3 		$405K Sell
6,270
-2,000
-24% -$125K 0.01% 257
2021
Q2 		$487K Buy
+8,270
New +$485K 0.01% 461
2020
Q1 		– Sell
-5,370
Closed -$202K – 531
2019
Q4 		$202K Buy
+5,370
New +$204K 0.01% 201

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 $6.73T AUM 46.02% 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

Harel Insurance Investments & Financial Services's UHAL Position: Q2 2025 in Review

Harel Insurance Investments & Financial Services sold out of U-Haul Holding Co (UHAL) in Q2 2025, closing a stake of 1,179 shares — an estimated $77K sold.

Harel Insurance Investments & Financial Services first reported a position in UHAL in Q4 2019 and held it in 17 quarters. The position peaked at $487K in Q2 2021. 212 funds tracked by Wall St. Rank hold UHAL as of Q2 2025.

  • Harel Insurance Investments & Financial Services reported no remaining U-Haul Holding Co position as of Q2 2025 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,179 U-Haul Holding Co shares in Q2 2025, an estimated $77K.
  • Harel Insurance Investments & Financial Services first reported a position in U-Haul Holding Co in Q4 2019 and held it in 17 quarters.
  • Harel Insurance Investments & Financial Services's U-Haul Holding Co position peaked at $487K in Q2 2021.
  • 212 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2025, filed 5 Aug 2025.