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Roehl & Yi Investment Advisors’s U-Haul Holding Co UHAL Stock Holding History

Roehl & Yi Investment 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
Q2 		– Sell
-3,212
Closed -$210K – 163
2025
Q1 		$210K Sell
3,212
-80
-2% -$5.54K 0.11% 145
2024
Q4 		$227K Buy
+3,292
New +$239K 0.13% 134

Other funds holding UHAL

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Millennium Management
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Roehl & Yi Investment Advisors's UHAL Position: Q2 2025 in Review

Roehl & Yi Investment Advisors sold out of U-Haul Holding Co (UHAL) in Q2 2025, closing a stake of 3,212 shares — an estimated $210K sold.

Roehl & Yi Investment Advisors first reported a position in UHAL in Q4 2024 and held it in 2 quarters. The position peaked at $227K in Q4 2024. 212 funds tracked by Wall St. Rank hold UHAL as of Q2 2025.

  • Roehl & Yi Investment Advisors reported no remaining U-Haul Holding Co position as of Q2 2025 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 3,212 U-Haul Holding Co shares in Q2 2025, an estimated $210K.
  • Roehl & Yi Investment Advisors first reported a position in U-Haul Holding Co in Q4 2024 and held it in 2 quarters.
  • Roehl & Yi Investment Advisors's U-Haul Holding Co position peaked at $227K in Q4 2024.
  • 212 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2025.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2025, filed 29 May 2026.