ENVESTNET ASSET MANAGEMENT INC

Position in UHAL — U-Haul Holding Co /NV/

CIK 1407543 Berwyn, PA

Back to UHAL Full portfolio

Position in UHAL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$9,708,397

+$1,070,502 QoQ

Shares Held

158,448

-15.2% QoQ

Ownership

0.082%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#59

of 330 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in UHAL Over Time

Shares Held

Position Value (USD)

Position in Rental & Leasing Services

Industrials · as of Jun 30, 2026

ENVESTNET ASSET MANAGEMENT INC holds $379,703,107 across 13 Rental & Leasing Services names. UHAL ranks #6 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	URI	United Rentals, Inc.	161,667	$183,150,927
2	AER	AerCap Holdings N.V.	602,711	$87,863,209
3	GATX	Gatx Corp	176,377	$31,252,240
4	SUNB	Sunbelt Rentals Holdings, Inc.	351,537	$26,298,482
5	R	Ryder System Inc	68,644	$18,106,227
6	UHAL	U-Haul Holding Co /NV/ This page	158,448	$9,708,397
7	WSC	WillScot Holdings Corp	286,467	$8,267,437
8	MGRC	Mcgrath Rentcorp	58,192	$7,042,977

All Filings in UHAL

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40 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 UHAL-B	$4,923,425	85,328	-8.7%	Shares	Sole	2026-08-03
2026-06-30	$4,784,972	73,120	-21.7%	Shares	Sole	2026-08-03
2026-03-31 UHAL-B	$4,176,868	93,505	+50.8%	Shares	Sole	2026-05-04
2026-03-31	$4,461,027	93,366	+3.1%	Shares	Sole	2026-05-04
2025-12-31 UHAL-B	$2,898,440	62,012	-40.0%	Shares	Sole	2026-02-10
2025-12-31	$4,565,633	90,570	-25.0%	Shares	Sole	2026-02-10
2025-09-30 UHAL-B	$5,264,128	103,421	+1.6%	Shares	Sole	2025-11-05
2025-09-30	$6,892,343	120,770	-5.9%	Shares	Sole	2025-11-05
2025-06-30 UHAL-B	$5,531,875	101,745	+12.4%	Shares	Sole	2025-08-01
2025-06-30	$7,774,571	128,378	-1.6%	Shares	Sole	2025-08-01
2025-03-31 UHAL-B	$5,358,867	90,552	-3.7%	Shares	Sole	2025-04-29
2025-03-31	$8,527,649	130,472	+23.8%	Shares	Sole	2025-04-29
2024-12-31 UHAL-B	$6,025,503	94,075	+2.2%	Shares	Sole	2025-02-13
2024-12-31	$7,279,115	105,357	+8.9%	Shares	Sole	2025-02-13
2024-09-30 UHAL-B	$6,627,312	92,046	+2.6%	Shares	Sole	2024-11-07
2024-09-30	$7,494,640	96,730	+8.9%	Shares	Sole	2024-11-07
2024-06-30 UHAL-B	$5,385,474	89,728	+1.0%	Shares	Sole	2024-08-08
2024-06-30	$5,481,191	88,793	+3.3%	Shares	Sole	2024-08-08
2024-03-31 UHAL-B	$5,926,585	88,881	+11.2%	Shares	Sole	2024-05-13
2024-03-31	$5,806,076	85,965	+16.0%	Shares	Sole	2024-05-13
2023-12-31 UHAL-B	$5,631,466	79,947	-6.4%	Shares	Sole	2024-02-13
2023-12-31	$5,322,318	74,127	+6.2%	Shares	Sole	2024-02-13
2023-09-30 UHAL-B	$4,476,935	85,454	+45.1%	Shares	Sole	2023-11-13
2023-09-30	$3,807,294	69,769	+253.9%	Shares	Sole	2023-11-13
2023-06-30 UHAL-B	$2,983,196	58,875	+43.1%	Shares	Sole	2023-08-04
2023-06-30	$1,090,744	19,717	+157.8%	Shares	Sole	2023-08-04
2023-03-31 UHAL-B	$2,133,212	41,142	+43.7%	Shares	Sole	2023-05-11
2023-03-31	$456,143	7,647	+116.4%	Shares	Sole	2023-05-11
2022-12-31 UHAL-B	$1,573,637	28,622	—	Shares	Sole	2023-02-07
2022-09-30	$1,799,074	3,533	-18.3%	Shares	Sole	2022-11-10
2022-06-30	$2,066,910	4,322	+10.4%	Shares	Sole	2022-08-03
2022-03-31	$2,337,020	3,915	+1.6%	Shares	Sole	2022-05-04
2021-12-31	$2,798,164	3,853	+39.0%	Shares	Sole	2022-02-04
2021-09-30	$1,790,149	2,771	-0.8%	Shares	Sole	2021-10-07
2021-06-30	$1,646,194	2,793	-3.5%	Shares	Sole	2021-08-04
2021-03-31	$1,773,477	2,895	-21.9%	Shares	Sole	2021-05-04
2020-12-31	$1,683,283	3,708	-13.6%	Shares	Sole	2021-02-02
2020-09-30	$1,528,578	4,294	-5.6%	Shares	Sole	2020-10-09
2020-06-30	$1,374,360	4,548	-21.3%	Shares	Sole	2020-07-08
2020-03-31	$1,679,669	5,781	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.