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NewEdge Advisors’s U-Haul Holding Co UHAL Stock Holding History

NewEdge Advisors’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
-7
Closed -$484 – 4109
2024
Q4 		$484 Hold
7
– – ﹤0.01% 3660
2024
Q3 		$542 Hold
7
– – ﹤0.01% 3596
2024
Q2 		$432 Sell
7
-65
-90% -$4.23K ﹤0.01% 3584
2024
Q1 		$4.86K Sell
72
-7
-9% -$463 ﹤0.01% 3148
2023
Q4 		$5.67K Buy
+79
New +$4.48K ﹤0.01% 3084
2023
Q1 		– Sell
-4
Closed -$241 – 4132
2022
Q4 		$241 Buy
+4
New +$230 ﹤0.01% 3279
2022
Q1 		– Sell
-14,120
Closed -$1.03M – 1622
2021
Q4 		$1.03M Buy
14,120
+4,650
+49% +$335K 0.02% 717
2021
Q3 		$612K Buy
+9,470
New +$594K 0.02% 690
2017
Q3 		– Sell
-530
Closed -$18.8K – 1078
2017
Q2 		$18.8K Buy
+530
New +$19.2K ﹤0.01% 763

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

NewEdge Advisors's UHAL Position: Q1 2025 in Review

NewEdge Advisors sold out of U-Haul Holding Co (UHAL) in Q1 2025, closing a stake of 7 shares — an estimated $484 sold.

NewEdge Advisors first reported a position in UHAL in Q2 2017 and held it in 9 quarters. The position peaked at $1.03M in Q4 2021. 212 funds tracked by Wall St. Rank hold UHAL as of Q1 2025.

  • NewEdge Advisors reported no remaining U-Haul Holding Co position as of Q1 2025 after selling out during the quarter.
  • NewEdge Advisors sold 7 U-Haul Holding Co shares in Q1 2025, an estimated $484.
  • NewEdge Advisors first reported a position in U-Haul Holding Co in Q2 2017 and held it in 9 quarters.
  • NewEdge Advisors's U-Haul Holding Co position peaked at $1.03M in Q4 2021.
  • 212 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.