Institute for Wealth Management, LLC.
Position in UHAL — U-Haul Holding Co /NV/
CIK 1533954
DENVER, CO
Position in UHAL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$89,521
-$808,435 QoQ
Shares Held
1,368
-93.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#242
of 330 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UHAL Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $9,492,544 across 7 Rental & Leasing Services names. UHAL ranks #4 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
7,509 | $8,506,871 | |
| 2 | AER |
AerCap Holdings N.V.
|
4,798 | $699,452 | |
| 3 | HRI |
Herc Holdings Inc
|
968 | $138,753 | |
| 4 | UHAL |
U-Haul Holding Co /NV/
This page
|
1,368 | $89,521 | |
| 5 | WSC |
WillScot Holdings Corp
|
1,853 | $53,477 | |
| 6 | CAR |
Avis Budget Group, Inc.
|
27 | $3,991 | |
| 7 | VSTS |
Vestis Corp
|
33 | $479 |
All Filings in UHAL
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,521 | 1,368 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 UHAL-B | $897,956 | 20,102 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 UHAL-B | $488,479 | 10,451 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 UHAL-B | $763,296 | 14,996 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 UHAL-B | $819,464 | 15,072 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 UHAL-B | $908,176 | 15,346 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 UHAL-B | $981,181 | 15,319 | Shares | Sole | 2025-01-23 | |
| 2024-12-31 | $207,822 | 3,008 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 UHAL-B | $1,046,592 | 14,536 | Shares | Sole | 2024-11-12 | |
| 2024-09-30 | $236,236 | 3,049 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 UHAL-B | $886,435 | 14,769 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 UHAL-B | $937,787 | 14,064 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 UHAL-B | $1,000,881 | 14,209 | Shares | Sole | 2024-01-31 | |
| 2023-12-31 | $201,183 | 2,802 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 UHAL-B | $648,273 | 12,374 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 UHAL-B | $628,003 | 12,394 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 UHAL-B | $641,747 | 12,377 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 UHAL-B | $690,383 | 12,557 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $691,011 | 1,357 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $645,610 | 1,350 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $760,501 | 1,274 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $914,323 | 1,259 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $763,607 | 1,182 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $528,102 | 896 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $548,889 | 896 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $408,564 | 900 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $312,906 | 879 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $254,746 | 843 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $236,798 | 815 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||