Net Worth Advisory Group

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

CIK 1791998 SANDY, UT

Position in UHAL

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$266,079

+$58,905 QoQ

Shares Held

4,066

-6.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#210

of 330 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Net Worth Advisory Group holds $1,864,610 across 3 Rental & Leasing Services names. UHAL ranks #2 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AER	AerCap Holdings N.V.	9,256	$1,349,339
2	UHAL	U-Haul Holding Co /NV/ This page	4,066	$266,079
3	SUNB	Sunbelt Rentals Holdings, Inc.	3,331	$249,192

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$266,079	4,066	-6.2%	Shares	Sole	2026-07-14
2026-03-31	$207,174	4,336	-11.8%	Shares	Sole	2026-05-05
2025-12-31	$247,765	4,915	-3.6%	Shares	Sole	2026-01-14
2025-09-30	$291,114	5,101	—	Shares	Sole	2025-10-15
No filing history on record for this holder in this stock.