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Twin Peaks Wealth Advisors’s U-Haul Holding Co UHAL Stock Holding History

Twin Peaks Wealth 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
Q3 		– Sell
-4
Closed -$232 – 2002
2025
Q2 		$232 Buy
+4
New +$250 ﹤0.01% 2024

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 $5.72T AUM 30.48% 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
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

Twin Peaks Wealth Advisors's UHAL Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of U-Haul Holding Co (UHAL) in Q3 2025, closing a stake of 4 shares — an estimated $232 sold.

Twin Peaks Wealth Advisors first reported a position in UHAL in Q2 2025 and held it in 1 quarter. The position peaked at $232 in Q2 2025. 209 funds tracked by Wall St. Rank hold UHAL as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining U-Haul Holding Co position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 4 U-Haul Holding Co shares in Q3 2025, an estimated $232.
  • Twin Peaks Wealth Advisors first reported a position in U-Haul Holding Co in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's U-Haul Holding Co position peaked at $232 in Q2 2025.
  • 209 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.