Clearstead Trust, LLC

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

CIK 1708001 PORTLAND, ME

Position in UHAL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$5,008

+$1,837 QoQ

Shares Held

+21.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#286

of 330 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Clearstead Trust, LLC holds $30,887 across 5 Rental & Leasing Services names. UHAL ranks #3 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	URI	United Rentals, Inc.	12	$13,594
2	MGRC	Mcgrath Rentcorp	92	$11,134
3	UHAL	U-Haul Holding Co /NV/ This page	86	$5,008
4	GATX	Gatx Corp	4	$708
5	CAR	Avis Budget Group, Inc.	3	$443

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 UHAL-B	$4,616	80	+12.7%	Shares	Sole	2026-08-06
2026-06-30	$392	6	-90.6%	Shares	Sole	2026-08-06
2026-03-31 UHAL-B	$3,171	71	+914.3%	Shares	Sole	2026-05-06
2025-12-31 UHAL-B	$327	7	-50.0%	Shares	Sole	2026-02-09
2025-06-30 UHAL-B	$761	14	-74.5%	Shares	Sole	2025-08-08
2025-06-30	$3,875	64	+10.3%	Shares	Sole	2025-08-08
2025-03-31 UHAL-B	$3,254	55	—	Shares	Sole	2025-05-09
2025-03-31	$3,790	58	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.