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Hemington Wealth Management’s U-Haul Holding Co UHAL Stock Holding History

Hemington Wealth Management’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 		$2K Sell
38
-9
-19% -$530 ﹤0.01% 1379
2025
Q2 		$2K Buy
47
+7
+18% +$438 ﹤0.01% 1358
2025
Q1 		$2K Buy
40
+7
+21% +$485 ﹤0.01% 1340
2024
Q4 		$2K Buy
33
+12
+57% +$870 ﹤0.01% 1334
2024
Q3 		$1K Buy
+21
New +$1.44K ﹤0.01% 1430

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

Hemington Wealth Management's UHAL Position: Q3 2025 in Review

Hemington Wealth Management reduced its U-Haul Holding Co (UHAL) stake by 19% in Q3 2025, selling an estimated $530 and leaving 38 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Hemington Wealth Management first reported a position in UHAL in Q3 2024 and has held it in 5 quarters since. 209 funds tracked by Wall St. Rank hold UHAL as of Q3 2025.

  • Hemington Wealth Management held 38 shares of U-Haul Holding Co worth $2K as of Q3 2025.
  • Hemington Wealth Management sold 9 U-Haul Holding Co shares in Q3 2025, an estimated $530.
  • U-Haul Holding Co made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1379 holding.
  • Hemington Wealth Management first reported a position in U-Haul Holding Co in Q3 2024 and has held it in 5 quarters since.
  • 209 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.