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

Institute for 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
Q1 		– Sell
-3,008
Closed -$208K – 549
2024
Q4 		$208K Sell
3,008
-41
-1% -$2.97K 0.03% 478
2024
Q3 		$236K Buy
+3,049
New +$208K 0.03% 479
2024
Q1 		– Sell
-2,802
Closed -$201K – 526
2023
Q4 		$201K Buy
+2,802
New +$159K 0.03% 465
2022
Q4 		– Sell
-13,570
Closed -$691K – 472
2022
Q3 		$691K Buy
13,570
+70
+0.5% +$3.67K 0.16% 177
2022
Q2 		$646K Buy
13,500
+760
+6% +$39.3K 0.13% 201
2022
Q1 		$761K Buy
12,740
+150
+1% +$9.25K 0.12% 206
2021
Q4 		$914K Buy
12,590
+770
+7% +$55.4K 0.15% 172
2021
Q3 		$764K Buy
11,820
+2,860
+32% +$179K 0.13% 187
2021
Q2 		$528K Hold
8,960
– – 0.09% 264
2021
Q1 		$549K Sell
8,960
-40
-0.4% -$2.13K 0.1% 247
2020
Q4 		$409K Buy
9,000
+210
+2% +$8.37K 0.08% 295
2020
Q3 		$313K Buy
8,790
+360
+4% +$12.3K 0.07% 309
2020
Q2 		$255K Buy
8,430
+280
+3% +$8.21K 0.06% 349
2020
Q1 		$237K Buy
8,150
+1,960
+32% +$66.2K 0.07% 332
2019
Q4 		$233K Buy
+6,190
New +$235K 0.05% 397

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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
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
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institute for Wealth Management's UHAL Position: Q1 2025 in Review

Institute for Wealth Management sold out of U-Haul Holding Co (UHAL) in Q1 2025, closing a stake of 3,008 shares — an estimated $208K sold.

Institute for Wealth Management first reported a position in UHAL in Q4 2019 and held it in 15 quarters. The position peaked at $914K in Q4 2021. 212 funds tracked by Wall St. Rank hold UHAL as of Q1 2025.

  • Institute for Wealth Management reported no remaining U-Haul Holding Co position as of Q1 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 3,008 U-Haul Holding Co shares in Q1 2025, an estimated $208K.
  • Institute for Wealth Management first reported a position in U-Haul Holding Co in Q4 2019 and held it in 15 quarters.
  • Institute for Wealth Management's U-Haul Holding Co position peaked at $914K in Q4 2021.
  • 212 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2025.

Based on Institute for Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.