Position in UHAL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$12,629
+$5,606 QoQ
Shares Held
193
+31.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#271
of 330 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $61,100 across 10 Rental & Leasing Services names. UHAL ranks #3 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AER |
AerCap Holdings N.V.
|
156 | $22,741 | |
| 2 | URI |
United Rentals, Inc.
|
14 | $15,860 | |
| 3 | UHAL |
U-Haul Holding Co /NV/
This page
|
193 | $12,629 | |
| 4 | R |
Ryder System Inc
|
18 | $4,747 | |
| 5 | PRG |
PROG Holdings, Inc.
|
46 | $2,144 | |
| 6 | CTOS |
Custom Truck One Source, Inc.
|
84 | $992 | |
| 7 | ALTG |
Alta Equipment Group Inc.
|
122 | $789 | |
| 8 | HTZ |
Hertz Global Holdings, Inc
|
218 | $493 |
All Filings in UHAL
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,629 | 193 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $7,023 | 147 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,099 | 121 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 UHAL-B | $101 | 2 | Shares | Sole | 2025-10-21 | |
| 2025-09-30 | $5,592 | 98 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 UHAL-B | $1,359 | 25 | Shares | Sole | 2025-08-06 | |
| 2025-06-30 | $363 | 6 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 UHAL-B | $1,538 | 26 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $1,176 | 18 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 UHAL-B | $1,152 | 18 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $207 | 3 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 UHAL-B | $1,152 | 16 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $232 | 3 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 UHAL-B | $960 | 16 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $185 | 3 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 UHAL-B | $800 | 12 | Shares | Sole | 2024-05-14 | |
| 2024-03-31 | $135 | 2 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 UHAL-B | $493 | 7 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $71 | 1 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 UHAL-B | $366 | 7 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $54 | 1 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 UHAL-B | $354 | 7 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $55 | 1 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 UHAL-B | $362 | 7 | Shares | Sole | 2023-05-12 | |
| 2023-03-31 | $59 | 1 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 UHAL-B | $439 | 8 | Shares | Sole | 2023-02-15 | |
| 2022-12-31 | $60 | 1 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||