Redmont Wealth Advisors’s U-Haul Holding Co UHAL Stock Holding History

Redmont Wealth 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 Q4	$4.08K	Sell	81 -5,773	-99%	-$307K	0.01%	255
2025 Q3	$334K	Sell	5,854 -2,653	-31%	-$156K	0.47%	56
2025 Q2	$515K	Buy	8,507 +3,643	+75%	+$228K	0.76%	40
2025 Q1	$318K	Sell	4,864 -2,530	-34%	-$175K	0.62%	46
2024 Q4	$511K	Buy	7,394 +6	+0.1%	+$435	0.88%	31
2024 Q3	$572K	Sell	7,388 -371	-5%	-$25.4K	0.89%	29
2024 Q2	$479K	Sell	7,759 -2,121	-21%	-$138K	0.75%	40
2024 Q1	$667K	Buy	9,880 +685	+7%	+$45.3K	0.92%	36
2023 Q4	$660K	Buy	9,195 +1,044	+13%	+$59.2K	0.96%	33
2023 Q3	$445K	Buy	8,151 +391	+5%	+$22.7K	0.78%	46
2023 Q2	$429K	Buy	+7,760	New	+$455K	0.74%	45

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Redmont Wealth Advisors's UHAL Position: Q4 2025 in Review

Redmont Wealth Advisors reduced its U-Haul Holding Co (UHAL) stake by 99% in Q4 2025, selling an estimated $307K and leaving 81 shares worth $4.08K. The position accounts for 0.01% of the portfolio, ranked #255.

Redmont Wealth Advisors first reported a position in UHAL in Q2 2023 and has held it in 11 quarters since. The position peaked at $667K in Q1 2024. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2025.

Redmont Wealth Advisors held 81 shares of U-Haul Holding Co worth $4.08K as of Q4 2025.
Redmont Wealth Advisors sold 5,773 U-Haul Holding Co shares in Q4 2025, an estimated $307K.
U-Haul Holding Co made up 0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #255 holding.
Redmont Wealth Advisors first reported a position in U-Haul Holding Co in Q2 2023 and has held it in 11 quarters since.
Redmont Wealth Advisors's U-Haul Holding Co position peaked at $667K in Q1 2024.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.