Position in UHAL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$514,503
+$124,681 QoQ
Shares Held
8,770
+1.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
17 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, 2026Allworth Financial LP holds $14,586,685 across 16 Rental & Leasing Services names. UHAL ranks #3 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | R |
Ryder System Inc
|
43,590 | $11,497,734 | |
| 2 | URI |
United Rentals, Inc.
|
1,218 | $1,379,860 | |
| 3 | UHAL |
U-Haul Holding Co /NV/
This page
|
8,770 | $514,503 | |
| 4 | AER |
AerCap Holdings N.V.
|
2,679 | $390,544 | |
| 5 | MGRC |
Mcgrath Rentcorp
|
2,935 | $355,223 | |
| 6 | GATX |
Gatx Corp
|
1,315 | $233,004 | |
| 7 | CAR |
Avis Budget Group, Inc.
|
521 | $77,019 | |
| 8 | PRG |
PROG Holdings, Inc.
|
897 | $41,809 |
All Filings in UHAL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,656 | 1,095 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $46,489 | 973 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $46,982 | 932 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $56,385 | 988 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $53,171 | 878 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $60,065 | 919 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $61,697 | 893 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,825 | 101 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $6,234 | 101 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $6,686 | 99 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $7,108 | 99 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,291 | 42 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,102 | 38 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,386 | 40 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,347 | 39 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $19,350 | 38 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,390 | 28 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||