Position in UHAL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,203,642
+$859,057 QoQ
Shares Held
34,743
+21.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#115
of 330 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UHAL Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Creative Planning holds $81,130,645 across 15 Rental & Leasing Services names. UHAL ranks #10 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
23,300 | $26,396,336 | |
| 2 | PRG |
PROG Holdings, Inc.
|
316,224 | $14,739,200 | |
| 3 | R |
Ryder System Inc
|
37,650 | $9,930,940 | |
| 4 | AER |
AerCap Holdings N.V.
|
47,894 | $6,981,986 | |
| 5 | GATX |
Gatx Corp
|
28,405 | $5,033,081 | |
| 6 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
55,010 | $4,115,297 | |
| 7 | HTZ |
Hertz Global Holdings, Inc
|
1,038,333 | $2,351,823 | |
| 8 | MGRC |
Mcgrath Rentcorp
|
19,146 | $2,317,239 |
All Filings in UHAL
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 UHAL-B | $521,377 | 9,036 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $1,682,265 | 25,707 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 UHAL-B | $366,338 | 8,201 | Shares | Sole | 2026-05-12 | |
| 2026-03-31 | $978,247 | 20,474 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 UHAL-B | $529,096 | 11,320 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $1,070,153 | 21,229 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 UHAL-B | $516,889 | 10,155 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $773,697 | 13,557 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 UHAL-B | $530,596 | 9,759 | Shares | Sole | 2025-08-08 | |
| 2025-06-30 | $550,489 | 9,090 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 UHAL-B | $530,311 | 8,961 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 UHAL-B | $507,916 | 7,930 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 UHAL-B | $573,048 | 7,959 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 UHAL-B | $477,939 | 7,963 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 UHAL-B | $527,372 | 7,909 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 UHAL-B | $556,476 | 7,900 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 UHAL-B | $404,922 | 7,729 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 UHAL-B | $391,527 | 7,727 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 UHAL-B | $421,229 | 8,124 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 UHAL-B | $416,143 | 7,569 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $385,479 | 757 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $270,199 | 565 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $317,572 | 532 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $386,354 | 532 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $576,258 | 892 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $525,744 | 892 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $546,439 | 892 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $404,932 | 892 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $370,931 | 1,042 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $314,881 | 1,042 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $303,043 | 1,043 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||