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

Quadcap 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
Q4 		– Sell
-3,918
Closed -$224K – 419
2025
Q3 		$224K Sell
3,918
-82
-2% -$4.83K 0.03% 368
2025
Q2 		$242K Buy
4,000
+164
+4% +$10.3K 0.03% 346
2025
Q1 		$251K Sell
3,836
-31
-0.8% -$2.15K 0.04% 331
2024
Q4 		$267K Sell
3,867
-289
-7% -$21K 0.04% 324
2024
Q3 		$322K Buy
4,156
+204
+5% +$13.9K 0.05% 301
2024
Q2 		$244K Hold
3,952
– – 0.04% 338
2024
Q1 		$267K Buy
3,952
+156
+4% +$10.3K 0.06% 282
2023
Q4 		$273K Buy
+3,796
New +$215K 0.07% 275

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Quadcap Wealth Management's UHAL Position: Q4 2025 in Review

Quadcap Wealth Management sold out of U-Haul Holding Co (UHAL) in Q4 2025, closing a stake of 3,918 shares — an estimated $224K sold.

Quadcap Wealth Management first reported a position in UHAL in Q4 2023 and held it in 8 quarters. The position peaked at $322K in Q3 2024. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2025.

  • Quadcap Wealth Management reported no remaining U-Haul Holding Co position as of Q4 2025 after selling out during the quarter.
  • Quadcap Wealth Management sold 3,918 U-Haul Holding Co shares in Q4 2025, an estimated $224K.
  • Quadcap Wealth Management first reported a position in U-Haul Holding Co in Q4 2023 and held it in 8 quarters.
  • Quadcap Wealth Management's U-Haul Holding Co position peaked at $322K in Q3 2024.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2025.

Based on Quadcap Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.