Riverview Trust Company’s U-Haul Holding Co UHAL Stock Holding History

Riverview Trust Company’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	–	Sell	-23	Closed	-$1.5K	–	564
2025 Q1	$1.5K	Hold	23	–	–	﹤0.01%	586
2024 Q4	$1.59K	Hold	23	–	–	﹤0.01%	599
2024 Q3	$1.78K	Hold	23	–	–	﹤0.01%	608
2024 Q2	$1.42K	Hold	23	–	–	﹤0.01%	617
2024 Q1	$1.55K	Buy	+23	New	+$1.52K	﹤0.01%	638
2023 Q4	–	Sell	-23	Closed	-$1.25K	–	602
2023 Q3	$1.25K	Hold	23	–	–	﹤0.01%	670
2023 Q2	$1.27K	Hold	23	–	–	﹤0.01%	673
2023 Q1	$1.37K	Hold	23	–	–	﹤0.01%	700
2022 Q4	$1K	Buy	+23	New	+$1.32K	﹤0.01%	692
2022 Q3	–	Sell	-260	Closed	-$12K	–	897
2022 Q2	$12K	Buy	+260	New	+$13.4K	0.01%	657

Other funds holding UHAL

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

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 Oslo, Norway $935B AUM

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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Riverview Trust Company's UHAL Position: Q2 2025 in Review

Riverview Trust Company sold out of U-Haul Holding Co (UHAL) in Q2 2025, closing a stake of 23 shares — an estimated $1.5K sold.

Riverview Trust Company first reported a position in UHAL in Q2 2022 and held it in 10 quarters. The position peaked at $12K in Q2 2022. 212 funds tracked by Wall St. Rank hold UHAL as of Q2 2025.

Riverview Trust Company reported no remaining U-Haul Holding Co position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 23 U-Haul Holding Co shares in Q2 2025, an estimated $1.5K.
Riverview Trust Company first reported a position in U-Haul Holding Co in Q2 2022 and held it in 10 quarters.
Riverview Trust Company's U-Haul Holding Co position peaked at $12K in Q2 2022.
212 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.