Position in UHAL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,504,239
+$595,875 QoQ
Shares Held
26,070
+28.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#133
of 330 holders
Holding Since
Dec 2025
3 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, 2026Gem Investment Advisors, LLC holds $1,504,239 across 1 Rental & Leasing Services name. UHAL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UHAL |
U-Haul Holding Co /NV/
This page
|
26,070 | $1,504,239 |
All Filings in UHAL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 UHAL-B | $1,504,239 | 26,070 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 UHAL-B | $908,364 | 20,335 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 UHAL-B | $1,218,511 | 26,070 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||