Position in UHAL
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$536
New position
Shares Held
12
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $202,396 across 11 Rental & Leasing Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
141 | $159,737 | |
| 2 | PRG |
PROG Holdings, Inc.
|
382 | $17,805 | |
| 3 | AER |
AerCap Holdings N.V.
|
52 | $7,580 | |
| 4 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
64 | $4,787 | |
| 5 | HRI |
Herc Holdings Inc
|
32 | $4,586 | |
| 6 | R |
Ryder System Inc
|
14 | $3,692 | |
| 7 | CAR |
Avis Budget Group, Inc.
|
15 | $2,217 | |
| 8 | WSC |
WillScot Holdings Corp
|
25 | $721 |
All Filings in UHAL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UHAL-B | $536 | 12 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||