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RK Asset Management’s U-Haul Holding Co UHAL Stock Holding History

RK Asset 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 		$144K Buy
2,850
+1
+0% +$53 0.14% 22
2025
Q3 		$163K Sell
2,849
-4
-0.1% -$236 0.15% 22
2025
Q2 		$173K Sell
2,853
-32
-1% -$2K 0.17% 22
2025
Q1 		$189K Sell
2,885
-117
-4% -$8.11K 0.17% 22
2024
Q4 		$207K Sell
3,002
-231
-7% -$16.7K 0.17% 22
2024
Q3 		$250K Sell
3,233
-10
-0.3% -$684 0.19% 22
2024
Q2 		$200K Sell
3,243
-895
-22% -$58.3K 0.17% 19
2024
Q1 		$279K Sell
4,138
-50
-1% -$3.31K 0.23% 19
2023
Q4 		$301K Sell
4,188
-1,501
-26% -$85.1K 0.25% 19
2023
Q3 		$310K Sell
5,689
-490
-8% -$28.5K 0.29% 19
2023
Q2 		$342K Sell
6,179
-5,527
-47% -$324K 0.32% 19
2023
Q1 		$698K Sell
11,706
-349
-3% -$22K 0.69% 19
2022
Q4 		$726K Buy
+12,055
New +$693K 0.7% 19
2022
Q1 		$7.45M Sell
124,760
-6,970
-5% -$430K 7.22% 6
2021
Q4 		$9.57M Sell
131,730
-4,290
-3% -$309K 8.44% 5
2021
Q3 		$8.79M Sell
136,020
-880
-0.6% -$55.2K 7.79% 6
2021
Q2 		$8.07M Sell
136,900
-680
-0.5% -$39.9K 6.97% 7
2021
Q1 		$8.43M Buy
+137,580
New +$7.32M 7.52% 7
2017
Q4 		– Sell
-330
Closed -$12K – 21
2017
Q3 		$12K Sell
330
-420
-56% -$15.7K 0.01% 20
2017
Q2 		$27K Hold
750
– – 0.02% 19
2017
Q1 		$44K Buy
+750
New +$28.2K 0.04% 17

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

RK Asset Management's UHAL Position: Q4 2025 in Review

RK Asset Management increased its U-Haul Holding Co (UHAL) stake by 0.04% in Q4 2025, buying an estimated $53 and bringing the position to 2,850 shares worth $144K. The position accounts for 0.14% of the portfolio, ranked #22.

RK Asset Management first reported a position in UHAL in Q1 2017 and has held it in 21 quarters since. The position peaked at $9.57M in Q4 2021. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2025.

  • RK Asset Management held 2,850 shares of U-Haul Holding Co worth $144K as of Q4 2025.
  • RK Asset Management bought 1 U-Haul Holding Co share in Q4 2025, an estimated $53.
  • U-Haul Holding Co made up 0.14% of RK Asset Management's portfolio in Q4 2025, its #22 holding.
  • RK Asset Management first reported a position in U-Haul Holding Co in Q1 2017 and has held it in 21 quarters since.
  • RK Asset Management's U-Haul Holding Co position peaked at $9.57M in Q4 2021.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2025.

Based on RK Asset Management's 13F filing for Q4 2025, filed 5 Jan 2026.