Position in UHAL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,596
+$465 QoQ
Shares Held
27
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#297
of 330 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $60,713 across 12 Rental & Leasing Services names. UHAL ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
35 | $39,651 | |
| 2 | R |
Ryder System Inc
|
19 | $5,011 | |
| 3 | WSC |
WillScot Holdings Corp
|
111 | $3,203 | |
| 4 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
37 | $2,767 | |
| 5 | VSTS |
Vestis Corp
|
157 | $2,279 | |
| 6 | MGRC |
Mcgrath Rentcorp
|
14 | $1,694 | |
| 7 | UHAL |
U-Haul Holding Co /NV/
This page
|
27 | $1,596 | |
| 8 | HRI |
Herc Holdings Inc
|
10 | $1,433 |
All Filings in UHAL
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 UHAL-B | $1,269 | 22 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $327 | 5 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 UHAL-B | $893 | 20 | Shares | Sole | 2026-04-17 | |
| 2026-03-31 | $238 | 5 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 UHAL-B | $1,402 | 30 | Shares | Sole | 2026-02-24 | |
| 2025-12-31 | $252 | 5 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 UHAL-B | $6,973 | 137 | Shares | Sole | 2025-11-21 | |
| 2025-09-30 | $1,312 | 23 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 UHAL-B | $9,569 | 176 | Shares | Sole | 2025-08-11 | |
| 2025-06-30 | $1,392 | 23 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 UHAL-B | $9,883 | 167 | Shares | Sole | 2025-05-16 | |
| 2025-03-31 | $1,503 | 23 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 UHAL-B | $10,696 | 167 | Shares | Sole | 2025-02-07 | |
| 2024-12-31 | $1,589 | 23 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 UHAL-B | $12,024 | 167 | Shares | Sole | 2024-11-13 | |
| 2024-09-30 | $1,782 | 23 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 UHAL-B | $10,023 | 167 | Shares | Sole | 2024-08-08 | |
| 2024-06-30 | $1,419 | 23 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 UHAL-B | $11,135 | 167 | Shares | Sole | 2024-05-08 | |
| 2024-03-31 | $1,553 | 23 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 UHAL-B | $11,763 | 167 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $1,723 | 24 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 UHAL-B | $8,434 | 161 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $1,855 | 34 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 UHAL-B | $8,461 | 167 | Shares | Sole | 2023-08-09 | |
| 2023-06-30 | $1,880 | 34 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 UHAL-B | $7,984 | 154 | Shares | Sole | 2023-05-10 | |
| 2023-03-31 | $2,147 | 36 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 UHAL-B | $7,422 | 135 | Shares | Sole | 2023-02-09 | |
| 2022-12-31 | $1,625 | 27 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,110 | 12 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,391 | 5 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $5,083 | 7 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,522 | 7 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||