Position in UHAL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$736,003
+$426,294 QoQ
Shares Held
11,247
+73.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#157
of 330 holders
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in UHAL Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Focus Partners Wealth holds $234,893,257 across 9 Rental & Leasing Services names. UHAL ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
2,056,587 | $153,853,273 | |
| 2 | URI |
United Rentals, Inc.
|
48,176 | $54,578,108 | |
| 3 | AER |
AerCap Holdings N.V.
|
155,858 | $22,720,979 | |
| 4 | R |
Ryder System Inc
|
6,340 | $1,672,301 | |
| 5 | UHAL |
U-Haul Holding Co /NV/
This page
|
11,247 | $736,003 | |
| 6 | VSTS |
Vestis Corp
|
27,124 | $393,840 | |
| 7 | MGRC |
Mcgrath Rentcorp
|
3,019 | $365,389 | |
| 8 | PRG |
PROG Holdings, Inc.
|
6,288 | $293,083 |
All Filings in UHAL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $736,003 | 11,247 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $309,709 | 6,482 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $248,067 | 4,921 | Shares | Sole | 2026-02-13 | |
| 2024-06-30 UHAL-B | $942,854 | 15,709 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 UHAL-B | $1,012,069 | 15,178 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||