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BELLEVUE ASSET MANAGEMENT, LLC

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

CIK 1801619 BELLEVUE, WA

Position in UHAL

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$3,991
+$3,410 QoQ
Shares Held
61
+205.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#289
of 330 holders
Holding Since
Mar 2020
2 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in UHAL Over Time

Shares Held

Position Value (USD)

Position in Rental & Leasing Services

Industrials · as of Jun 30, 2026

BELLEVUE ASSET MANAGEMENT, LLC holds $7,540 across 3 Rental & Leasing Services names. UHAL ranks #1 (52.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UHAL
U-Haul Holding Co /NV/
This page
61 $3,991

All Filings in UHAL

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,991 61
2020-03-31 $581 2