Principal Securities’s U-Haul Holding Co UHAL Stock Holding History

Principal Securities’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	–	Sell	-2	Closed	-$121	–	3847
2025 Q2	$121	Buy	+2	New	+$125	﹤0.01%	3635

Other funds holding UHAL

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Principal Securities's UHAL Position: Q3 2025 in Review

Principal Securities sold out of U-Haul Holding Co (UHAL) in Q3 2025, closing a stake of 2 shares — an estimated $121 sold.

Principal Securities first reported a position in UHAL in Q2 2025 and held it in 1 quarter. The position peaked at $121 in Q2 2025. 209 funds tracked by Wall St. Rank hold UHAL as of Q3 2025.

Principal Securities reported no remaining U-Haul Holding Co position as of Q3 2025 after selling out during the quarter.
Principal Securities sold 2 U-Haul Holding Co shares in Q3 2025, an estimated $121.
Principal Securities first reported a position in U-Haul Holding Co in Q2 2025 and held it in 1 quarter.
Principal Securities's U-Haul Holding Co position peaked at $121 in Q2 2025.
209 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.