SVB Wealth’s U-Haul Holding Co UHAL Stock Holding History

SVB Wealth’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	-33	Closed	-$2.16K	–	1554
2025 Q1	$2.16K	Buy	+33	New	+$2.29K	﹤0.01%	1216

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

SVB Wealth's UHAL Position: Q2 2025 in Review

SVB Wealth sold out of U-Haul Holding Co (UHAL) in Q2 2025, closing a stake of 33 shares — an estimated $2.16K sold.

SVB Wealth first reported a position in UHAL in Q1 2025 and held it in 1 quarter. The position peaked at $2.16K in Q1 2025. 212 funds tracked by Wall St. Rank hold UHAL as of Q2 2025.

SVB Wealth reported no remaining U-Haul Holding Co position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 33 U-Haul Holding Co shares in Q2 2025, an estimated $2.16K.
SVB Wealth first reported a position in U-Haul Holding Co in Q1 2025 and held it in 1 quarter.
SVB Wealth's U-Haul Holding Co position peaked at $2.16K in Q1 2025.
212 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.