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

Rialto 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
-1
Closed -$58 – 1806
2025
Q3 		$58 Hold
1
– – ﹤0.01% 1673
2025
Q2 		$61 Buy
+1
New +$63 ﹤0.01% 1608

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

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

Rialto Wealth Management sold out of U-Haul Holding Co (UHAL) in Q4 2025, closing a stake of 1 share — an estimated $58 sold.

Rialto Wealth Management first reported a position in UHAL in Q2 2025 and held it in 2 quarters. The position peaked at $61 in Q2 2025. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2025.

  • Rialto Wealth Management reported no remaining U-Haul Holding Co position as of Q4 2025 after selling out during the quarter.
  • Rialto Wealth Management sold 1 U-Haul Holding Co share in Q4 2025, an estimated $58.
  • Rialto Wealth Management first reported a position in U-Haul Holding Co in Q2 2025 and held it in 2 quarters.
  • Rialto Wealth Management's U-Haul Holding Co position peaked at $61 in Q2 2025.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2025.

Based on Rialto Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.