EverSource Wealth Advisors, LLC
Position in UHAL — U-Haul Holding Co /NV/
CIK 1710537
BIRMINGHAM, AL
Position in UHAL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,460
-$43,694 QoQ
Shares Held
221
-82.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#270
of 330 holders
Holding Since
Dec 2022
15 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, 2026EverSource Wealth Advisors, LLC holds $1,174,199 across 16 Rental & Leasing Services names. UHAL ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
431 | $488,270 | |
| 2 | AER |
AerCap Holdings N.V.
|
1,420 | $207,003 | |
| 3 | R |
Ryder System Inc
|
758 | $199,933 | |
| 4 | GATX |
Gatx Corp
|
451 | $79,909 | |
| 5 | CAR |
Avis Budget Group, Inc.
|
412 | $60,903 | |
| 6 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
491 | $36,730 | |
| 7 | VSTS |
Vestis Corp
|
1,774 | $25,756 | |
| 8 | MGRC |
Mcgrath Rentcorp
|
170 | $20,573 |
All Filings in UHAL
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,460 | 221 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 UHAL-B | $39,620 | 887 | Shares | Sole | 2026-05-18 | |
| 2026-03-31 | $18,534 | 388 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 UHAL-B | $37,483 | 802 | Shares | Sole | 2026-02-06 | |
| 2025-12-31 | $44,459 | 882 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 UHAL-B | $59,399 | 1,167 | Shares | Sole | 2025-11-10 | |
| 2025-09-30 | $36,010 | 631 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 UHAL-B | $81,825 | 1,505 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $41,845 | 691 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 UHAL-B | $6,331 | 107 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $55,228 | 845 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 UHAL-B | $3,649 | 57 | Shares | Sole | 2025-02-10 | |
| 2024-12-31 | $55,201 | 799 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 UHAL-B | $5,184 | 72 | Shares | Sole | 2024-11-08 | |
| 2024-09-30 | $103,899 | 1,341 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 UHAL-B | $2,940 | 49 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $82,346 | 1,334 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 UHAL-B | $46,275 | 694 | Shares | Sole | 2024-06-11 | |
| 2024-03-31 | $140,076 | 2,074 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 UHAL-B | $109,814 | 1,559 | Shares | Sole | 2024-02-09 | |
| 2023-12-31 | $1,099,185 | 15,309 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 UHAL-B | $63,811 | 1,218 | Shares | Sole | 2023-11-03 | |
| 2023-09-30 | $2,271,094 | 41,618 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 UHAL-B | $271,236 | 5,353 | Shares | Sole | 2023-08-04 | |
| 2023-06-30 | $2,452,114 | 44,326 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 UHAL-B | $286,211 | 5,520 | Shares | Sole | 2023-05-11 | |
| 2023-03-31 | $2,235,025 | 37,469 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 UHAL-B | $112,049 | 2,038 | Shares | Sole | 2023-02-09 | |
| 2022-12-31 | $49,235 | 818 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||