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Venturi Wealth Management’s U-Haul Holding Co UHAL Stock Holding History

Venturi Wealth Management’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
Q1 		– Sell
-43
Closed -$2.97K – 1752
2024
Q4 		$2.97K Buy
+43
New +$3.12K ﹤0.01% 1798
2022
Q1 		– Sell
-2,900
Closed -$211K – 361
2021
Q4 		$211K Buy
+2,900
New +$209K 0.02% 323

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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
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
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's UHAL Position: Q1 2025 in Review

Venturi Wealth Management sold out of U-Haul Holding Co (UHAL) in Q1 2025, closing a stake of 43 shares — an estimated $2.97K sold.

Venturi Wealth Management first reported a position in UHAL in Q4 2021 and held it in 2 quarters. The position peaked at $211K in Q4 2021. 212 funds tracked by Wall St. Rank hold UHAL as of Q1 2025.

  • Venturi Wealth Management reported no remaining U-Haul Holding Co position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 43 U-Haul Holding Co shares in Q1 2025, an estimated $2.97K.
  • Venturi Wealth Management first reported a position in U-Haul Holding Co in Q4 2021 and held it in 2 quarters.
  • Venturi Wealth Management's U-Haul Holding Co position peaked at $211K in Q4 2021.
  • 212 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.