WANY
UHAL icon

Wealthspire Advisors (New York)’s U-Haul Holding Co UHAL Stock Holding History

Wealthspire Advisors (New York)’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
-57
Closed -$3.25K – 2784
2025
Q3 		$3.25K Buy
+57
New +$3.36K ﹤0.01% 2465

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 $6.73T AUM 46.02% 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

Wealthspire Advisors (New York)'s UHAL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of U-Haul Holding Co (UHAL) in Q4 2025, closing a stake of 57 shares — an estimated $3.25K sold.

Wealthspire Advisors (New York) first reported a position in UHAL in Q3 2025 and held it in 1 quarter. The position peaked at $3.25K in Q3 2025. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining U-Haul Holding Co position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 57 U-Haul Holding Co shares in Q4 2025, an estimated $3.25K.
  • Wealthspire Advisors (New York) first reported a position in U-Haul Holding Co in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s U-Haul Holding Co position peaked at $3.25K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.