VWA
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Valued Wealth Advisors’s U-Haul Holding Co UHAL Stock Holding History

Valued 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
Q4 		– Sell
-10
Closed -$571 – 653
2025
Q3 		$571 Hold
10
– – ﹤0.01% 510
2025
Q2 		$606 Hold
10
– – ﹤0.01% 505
2025
Q1 		$654 Hold
10
– – ﹤0.01% 526
2024
Q4 		$691 Hold
10
– – ﹤0.01% 519
2024
Q3 		$775 Hold
10
– – ﹤0.01% 488
2024
Q2 		$618 Hold
10
– – ﹤0.01% 482
2024
Q1 		$676 Hold
10
– – ﹤0.01% 473
2023
Q4 		$546 Buy
+10
New +$567 ﹤0.01% 428

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

Valued Wealth Advisors's UHAL Position: Q4 2025 in Review

Valued Wealth Advisors sold out of U-Haul Holding Co (UHAL) in Q4 2025, closing a stake of 10 shares — an estimated $571 sold.

Valued Wealth Advisors first reported a position in UHAL in Q4 2023 and held it in 8 quarters. The position peaked at $775 in Q3 2024. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2025.

  • Valued Wealth Advisors reported no remaining U-Haul Holding Co position as of Q4 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 10 U-Haul Holding Co shares in Q4 2025, an estimated $571.
  • Valued Wealth Advisors first reported a position in U-Haul Holding Co in Q4 2023 and held it in 8 quarters.
  • Valued Wealth Advisors's U-Haul Holding Co position peaked at $775 in Q3 2024.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2025.

Based on Valued Wealth Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.