WTC
UHAL icon

WhitTier Trust Company’s U-Haul Holding Co UHAL Stock Holding History

WhitTier Trust Company’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
-15
Closed -$908 – 1487
2025
Q2 		$908 Hold
15
– – ﹤0.01% 1364
2025
Q1 		$980 Buy
+15
New +$1.04K ﹤0.01% 1339
2017
Q3 		– Sell
-1,500
Closed -$55K – 1002
2017
Q2 		$55K Hold
1,500
– – 0.01% 524
2017
Q1 		$57K Hold
1,500
– – 0.01% 507
2016
Q4 		$55K Sell
1,500
-250
-14% -$8.57K 0.01% 513
2016
Q3 		$57K Hold
1,750
– – 0.01% 504
2016
Q2 		$66K Hold
1,750
– – 0.01% 482
2016
Q1 		$63K Hold
1,750
– – 0.01% 494
2015
Q4 		$68K Hold
1,750
– – 0.01% 467
2015
Q3 		$69K Hold
1,750
– – 0.01% 474
2015
Q2 		$57K Hold
1,750
– – 0.01% 517
2015
Q1 		$58K Hold
1,750
– – 0.01% 515
2014
Q4 		$50K Hold
1,750
– – 0.01% 531
2014
Q3 		$46K Hold
1,750
– – 0.01% 550
2014
Q2 		$51K Sell
1,750
-250
-13% -$6.61K 0.01% 547
2014
Q1 		$46K Hold
2,000
– – 0.01% 569
2013
Q4 		$48K Hold
2,000
– – 0.01% 545
2013
Q3 		$37K Hold
2,000
– – 0.01% 554
2013
Q2 		$32K Buy
+2,000
New +$33.2K ﹤0.01% 562

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 $4.4B AUM 49.36% 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 $276B AUM 44.8% 1-Year Est. Return
ECM
Estuary Capital Management Wayzata, Minnesota $589M AUM 9.29% 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 $138B AUM 41.87% 1-Year Est. Return

WhitTier Trust Company's UHAL Position: Q3 2025 in Review

WhitTier Trust Company sold out of U-Haul Holding Co (UHAL) in Q3 2025, closing a stake of 15 shares — an estimated $908 sold.

WhitTier Trust Company first reported a position in UHAL in Q2 2013 and held it in 19 quarters. The position peaked at $69K in Q3 2015. 209 funds tracked by Wall St. Rank hold UHAL as of Q3 2025.

  • WhitTier Trust Company reported no remaining U-Haul Holding Co position as of Q3 2025 after selling out during the quarter.
  • WhitTier Trust Company sold 15 U-Haul Holding Co shares in Q3 2025, an estimated $908.
  • WhitTier Trust Company first reported a position in U-Haul Holding Co in Q2 2013 and held it in 19 quarters.
  • WhitTier Trust Company's U-Haul Holding Co position peaked at $69K in Q3 2015.
  • 209 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2025.

Based on WhitTier Trust Company's 13F filing for Q3 2025, filed 31 Oct 2025.