Treasurer of the State of North Carolina
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Treasurer of the State of North Carolina’s U-Haul Holding Co UHAL Stock Holding History

Treasurer of the State of North Carolina’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
Q3 		– Sell
-3,589
Closed -$217K – 1019
2025
Q2 		$217K Sell
3,589
-13,209
-79% -$826K ﹤0.01% 1015
2025
Q1 		$1.1M Sell
16,798
-8,430
-33% -$584K ﹤0.01% 943
2024
Q4 		$1.74M Buy
25,228
+11,148
+79% +$808K 0.01% 893
2024
Q3 		$1.09M Buy
14,080
+10,730
+320% +$734K ﹤0.01% 962
2024
Q2 		$207K Sell
3,350
-96
-3% -$6.25K ﹤0.01% 1019
2024
Q1 		$233K Buy
3,446
+30
+0.9% +$1.98K ﹤0.01% 1006
2023
Q4 		$245K Buy
+3,416
New +$194K ﹤0.01% 1010
2023
Q3 		– Sell
-3,916
Closed -$217K – 1016
2023
Q2 		$217K Sell
3,916
-20
-0.5% -$1.17K ﹤0.01% 1013
2023
Q1 		$235K Sell
3,936
-11,542
-75% -$726K ﹤0.01% 1009
2022
Q4 		$932K Sell
15,478
-23,082
-60% -$1.33M 0.01% 951
2022
Q3 		$1.96M Buy
38,560
+460
+1% +$24.1K 0.01% 790
2022
Q2 		$1.82M Buy
38,100
+5,140
+16% +$266K 0.01% 840
2022
Q1 		$1.97M Buy
32,960
+490
+2% +$30.2K 0.01% 811
2021
Q4 		$2.36M Buy
32,470
+200
+0.6% +$14.4K 0.01% 771
2021
Q3 		$2.08M Buy
32,270
+1,090
+3% +$68.3K 0.01% 806
2021
Q2 		$1.84M Sell
31,180
-1,500
-5% -$87.9K 0.01% 857
2021
Q1 		$2M Sell
32,680
-70
-0.2% -$3.72K 0.01% 791
2020
Q4 		$1.49M Hold
32,750
– – 0.01% 851
2020
Q3 		$1.17M Buy
32,750
+30
+0.1% +$1.02K 0.01% 854
2020
Q2 		$989K Sell
32,720
-3,840
-11% -$113K 0.01% 895
2020
Q1 		$1.06M Buy
36,560
+15,200
+71% +$513K 0.01% 796
2019
Q4 		$803K Buy
21,360
+200
+0.9% +$7.59K 0.01% 876
2019
Q3 		$825K Sell
21,160
-22,330
-51% -$825K 0.01% 854
2019
Q2 		$1.65M Buy
43,490
+9,040
+26% +$344K 0.01% 866
2019
Q1 		$1.28M Buy
34,450
+320
+0.9% +$11.6K 0.01% 885
2018
Q4 		$1.12M Buy
34,130
+650
+2% +$22K 0.01% 882
2018
Q3 		$1.19M Buy
33,480
+11,560
+53% +$427K 0.01% 930
2018
Q2 		$781K Buy
21,920
+12,220
+126% +$425K 0.01% 925
2018
Q1 		$335K Buy
+9,700
New +$345K 0.01% 904

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ECM
Estuary Capital Management Wayzata, Minnesota $598M AUM 1.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Treasurer of the State of North Carolina's UHAL Position: Q3 2025 in Review

Treasurer of the State of North Carolina sold out of U-Haul Holding Co (UHAL) in Q3 2025, closing a stake of 3,589 shares — an estimated $217K sold.

Treasurer of the State of North Carolina first reported a position in UHAL in Q1 2018 and held it in 29 quarters. The position peaked at $2.36M in Q4 2021. 209 funds tracked by Wall St. Rank hold UHAL as of Q3 2025.

  • Treasurer of the State of North Carolina reported no remaining U-Haul Holding Co position as of Q3 2025 after selling out during the quarter.
  • Treasurer of the State of North Carolina sold 3,589 U-Haul Holding Co shares in Q3 2025, an estimated $217K.
  • Treasurer of the State of North Carolina first reported a position in U-Haul Holding Co in Q1 2018 and held it in 29 quarters.
  • Treasurer of the State of North Carolina's U-Haul Holding Co position peaked at $2.36M in Q4 2021.
  • 209 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2025.

Based on Treasurer of the State of North Carolina's 13F filing for Q3 2025, filed 13 Nov 2025.