Position in UHAL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$982
+$529 QoQ
Shares Held
22
+144.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Cornerstone Planning Group LLC holds $104,604 across 8 Rental & Leasing Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WLFC |
Willis Lease Finance Corp
|
621 | $47,361 | |
| 2 | URI |
United Rentals, Inc.
|
17 | $19,259 | |
| 3 | WSC |
WillScot Holdings Corp
|
572 | $16,507 | |
| 4 | AER |
AerCap Holdings N.V.
|
71 | $10,350 | |
| 5 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
61 | $4,563 | |
| 6 | GATX |
Gatx Corp
|
23 | $4,075 | |
| 7 | VSTS |
Vestis Corp
|
117 | $1,698 | |
| 8 | R |
Ryder System Inc
|
3 | $791 |
All Filings in UHAL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UHAL-B | $982 | 22 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $453 | 9 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $16,778 | 294 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||