Global Retirement Partners, LLC
PensionPosition in UHAL — U-Haul Holding Co /NV/
CIK 1749744
San Rafael, CA
Position in UHAL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$25,646
+$23,147 QoQ
Shares Held
399
+667.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#256
of 330 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UHAL Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Global Retirement Partners, LLC holds $2,207,839 across 15 Rental & Leasing Services names. UHAL ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AER |
AerCap Holdings N.V.
|
7,166 | $1,044,659 | |
| 2 | URI |
United Rentals, Inc.
|
544 | $616,292 | |
| 3 | R |
Ryder System Inc
|
954 | $251,636 | |
| 4 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
2,152 | $160,991 | |
| 5 | WSC |
WillScot Holdings Corp
|
1,036 | $29,898 | |
| 6 | UHAL |
U-Haul Holding Co /NV/
This page
|
399 | $25,646 | |
| 7 | GATX |
Gatx Corp
|
104 | $18,427 | |
| 8 | VSTS |
Vestis Corp
|
1,226 | $17,801 |
All Filings in UHAL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 UHAL-B | $3,462 | 60 | Shares | Sole | 2026-08-06 | |
| 2026-06-30 | $22,184 | 339 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 UHAL-B | $1,542 | 33 | Shares | Sole | 2026-02-06 | |
| 2025-12-31 | $957 | 19 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 UHAL-B | $3,410 | 67 | Shares | Sole | 2025-10-21 | |
| 2024-12-31 UHAL-B | $1,857 | 29 | Shares | Sole | 2025-01-31 | |
| 2024-12-31 | $207 | 3 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 UHAL-B | $3,024 | 42 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 UHAL-B | $2,520 | 42 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 UHAL-B | $1,733 | 26 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 UHAL-B | $1,831 | 26 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 UHAL-B | $1,362 | 26 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 UHAL-B | $1,317 | 26 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 UHAL-B | $1,348 | 26 | Shares | Sole | 2023-05-08 | |
| 2023-03-31 | $536 | 9 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 UHAL-B | $1,429 | 26 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||