Position in UHAL
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$50,551
-$42,287 QoQ
Shares Held
1,058
-31.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
5 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, 2026Opal Wealth Advisors, LLC holds $473,548 across 1 Rental & Leasing Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
418 | $473,548 |
All Filings in UHAL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,551 | 1,058 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $92,838 | 1,533 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $105,033 | 1,607 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $110,064 | 1,783 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $119,613 | 1,771 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||