Purchases and Sales Made in Q4 2025 in Amerco (UHAL)
This table provides information about the institutional ownership of Amerco (UHAL) during Q4 2025. The information is specifically focused on institutions that hold shares of AMERCO .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
304New |
$15.6K - $17.5K
|
304
$15.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
233+ 35.14% |
$11.9K - $13.4K
|
896
$46.2K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
90+ 60.4% |
$4.61K - $5.17K
|
239
$12.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
75+ 11.54% |
$3.84K - $4.31K
|
725
$37.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
38+ 1266.67% |
$1.95K - $2.18K
|
41
$2.11K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
23New |
$1.18K - $1.32K
|
23
$1.19K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
23+ 23.47% |
$1.18K - $1.32K
|
121
$6.24K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15New |
$768 - $861
|
15
$773
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 23.81% |
$256 - $287
|
26
$1.34K
|
|
|
Jan 05, 2026
Q4 2025
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
BUY
|
- |
1+ 0.04% |
$51.2 - $57.4
|
2.85K
$147K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-186- 3.65% |
$9.52K - $10.7K
|
4.92K
$253K
|
|
|
Jan 15, 2026
Q4 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-117K- 21.32% |
$5.98M - $6.71M
|
431K
$22.2M
|
|