ELEVATION WEALTH PARTNERS, LLC
Position in UHAL — U-Haul Holding Co /NV/
CIK 1976256
WALNUT CREEK, CA
Position in UHAL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$19,304
+$5,209 QoQ
Shares Held
295
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#263
of 330 holders
Holding Since
Dec 2025
3 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $85,196 across 8 Rental & Leasing Services names. UHAL ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GATX |
Gatx Corp
|
190 | $33,666 | |
| 2 | UHAL |
U-Haul Holding Co /NV/
This page
|
295 | $19,304 | |
| 3 | R |
Ryder System Inc
|
41 | $10,814 | |
| 4 | WSC |
WillScot Holdings Corp
|
244 | $7,041 | |
| 5 | AER |
AerCap Holdings N.V.
|
30 | $4,373 | |
| 6 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
52 | $3,890 | |
| 7 | CAR |
Avis Budget Group, Inc.
|
26 | $3,843 | |
| 8 | URI |
United Rentals, Inc.
|
2 | $2,265 |
All Filings in UHAL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,304 | 295 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $14,095 | 295 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $15,324 | 304 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||