Ellevest, Inc.

Position in UHAL — U-Haul Holding Co /NV/

CIK 1644128 NEW YORK, NY

Position in UHAL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$273,728

+$34,744 QoQ

Shares Held

4,744

-11.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#208

of 330 holders

Holding Since

Mar 2022

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Ellevest, Inc. holds $1,251,837 across 4 Rental & Leasing Services names. UHAL ranks #3 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AER	AerCap Holdings N.V.	2,927	$426,698
2	R	Ryder System Inc	1,064	$280,651
3	UHAL	U-Haul Holding Co /NV/ This page	4,744	$273,728
4	URI	United Rentals, Inc.	239	$270,760

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 UHAL-B	$273,728	4,744	-11.3%	Shares	Sole	2026-08-10
2026-03-31 UHAL-B	$238,984	5,350	+1411.3%	Shares	Sole	2026-05-11
2023-03-31 UHAL-B	$18,354	354	—	Shares	Sole	2023-05-04
2023-03-31	$656	11	-47.6%	Shares	Sole	2023-05-04
2022-12-31	$1,263	21	-54.3%	Shares	Sole	2023-02-03
2022-09-30	$23,424	46	+475.0%	Shares	Sole	2022-11-02
2022-06-30	$3,825	8	0.0%	Shares	Sole	2022-07-18
2022-03-31	$4,775	8	—	Shares	Sole	2022-04-19
No filing history on record for this holder in this stock.