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Corient Private Wealth LLC

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

CIK 1948780 MIAMI, FL

Position in UHAL

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$1,423,610
+$847,718 QoQ
Shares Held
22,620
+87.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#140
of 330 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 8% Shared 0% None 92%

Common Shares in UHAL Over Time

Shares Held

Position Value (USD)

Position in Rental & Leasing Services

Industrials · as of Jun 30, 2026

Corient Private Wealth LLC holds $33,011,182 across 12 Rental & Leasing Services names. UHAL ranks #5 (4.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 UHAL
U-Haul Holding Co /NV/
This page
22,620 $1,423,610

All Filings in UHAL

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 UHAL-B $422,248 7,318
2026-06-30 $1,001,362 15,302
2026-03-31 $575,892 12,053
2025-12-31 UHAL-B $368,357 7,881
2025-12-31 $203,051 4,028
2025-09-30 UHAL-B $241,011 4,735
2025-06-30 UHAL-B $674,839 12,412
2025-03-31 UHAL-B $2,126,987 35,941
2025-03-31 $652,815 9,988
2024-12-31 UHAL-B $6,613,545 103,256
2024-12-31 $672,314 9,731
2024-09-30 UHAL-B $7,885,008 109,514
2024-09-30 $955,328 12,330
2024-06-30 UHAL-B $13,793,194 229,810
2024-06-30 $504,766 8,177
2024-03-31 UHAL-B $15,506,900 232,557
2023-12-31 UHAL-B $16,114,416 228,768
2023-09-30 UHAL-B $12,885,948 245,962
2023-06-30 UHAL-B $14,318,581 282,585
2023-03-31 UHAL-B $14,609,617 281,767
2022-12-31 UHAL-B $9,405,759 171,148