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

Parkworth 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
Q2 		$61 Hold
1
– – ﹤0.01% 1243
2025
Q1 		$65 Hold
1
– – ﹤0.01% 1054
2024
Q4 		$69 Buy
+1
New +$73 ﹤0.01% 1089

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 $5.72T AUM 30.48% 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

Parkworth Wealth Management's UHAL Position: Q2 2025 in Review

Parkworth Wealth Management held its U-Haul Holding Co (UHAL) position steady in Q2 2025 at 1 share worth $61. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Parkworth Wealth Management first reported a position in UHAL in Q4 2024 and has held it in 3 quarters since. The position peaked at $69 in Q4 2024. 212 funds tracked by Wall St. Rank hold UHAL as of Q2 2025.

  • Parkworth Wealth Management held 1 share of U-Haul Holding Co worth $61 as of Q2 2025.
  • Parkworth Wealth Management left its U-Haul Holding Co share count unchanged in Q2 2025.
  • U-Haul Holding Co made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1243 holding.
  • Parkworth Wealth Management first reported a position in U-Haul Holding Co in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's U-Haul Holding Co position peaked at $69 in Q4 2024.
  • 212 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.