WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in UHAL — U-Haul Holding Co /NV/
CIK 1632972
PLYMOUTH, MN
Position in UHAL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$216,933
New position
Shares Held
3,315
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#228
of 330 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 1%
Shared 0%
None 99%
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $18,796,210 across 14 Rental & Leasing Services names. UHAL ranks #10 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
6,488 | $7,350,190 | |
| 2 | PRG |
PROG Holdings, Inc.
|
76,370 | $3,559,605 | |
| 3 | GATX |
Gatx Corp
|
12,066 | $2,137,974 | |
| 4 | AER |
AerCap Holdings N.V.
|
12,230 | $1,782,889 | |
| 5 | R |
Ryder System Inc
|
6,270 | $1,653,837 | |
| 6 | MGRC |
Mcgrath Rentcorp
|
4,685 | $567,025 | |
| 7 | VSTS |
Vestis Corp
|
30,492 | $442,743 | |
| 8 | WSC |
WillScot Holdings Corp
|
10,056 | $290,216 |
All Filings in UHAL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,933 | 3,315 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||