Position in UHAL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$130
-$831,561 QoQ
Shares Held
2
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#322
of 330 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UHAL Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Lodestone Wealth Management LLC holds $22,787 across 2 Rental & Leasing Services names. UHAL ranks #2 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
20 | $22,657 | |
| 2 | UHAL |
U-Haul Holding Co /NV/
This page
|
2 | $130 |
All Filings in UHAL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130 | 2 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 UHAL-B | $830,593 | 18,594 | Shares | Sole | 2026-05-01 | |
| 2026-03-31 | $1,098 | 23 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 UHAL-B | $861,651 | 18,435 | Shares | Sole | 2026-01-15 | |
| 2025-12-31 | $1,159 | 23 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 UHAL-B | $792,970 | 15,579 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 UHAL-B | $959,358 | 17,645 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 UHAL-B | $808,161 | 13,656 | Shares | Other | 2025-04-28 | |
| 2025-03-31 | $230,393 | 3,525 | Shares | Other | 2025-04-28 | |
| 2024-12-31 UHAL-B | $1,054,903 | 16,470 | Shares | Other | 2025-01-30 | |
| 2024-12-31 | $297,846 | 4,311 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $341,454 | 4,407 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $257,660 | 4,174 | Shares | Other | 2024-07-16 | |
| 2024-03-31 | $287,652 | 4,259 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $242,539 | 3,378 | Shares | Other | 2024-01-25 | |
| 2023-09-30 | $231,485 | 4,242 | Shares | Sole | 2023-10-20 | |
| 2023-03-31 UHAL-B | $894,930 | 17,260 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 UHAL-B | $938,287 | 17,066 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||