Position in UHAL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$28,139
+$7,594 QoQ
Shares Held
430
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#255
of 330 holders
Holding Since
Dec 2025
3 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, 2026High Point Wealth Management, LLC holds $47,799 across 2 Rental & Leasing Services names. UHAL ranks #1 (58.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UHAL |
U-Haul Holding Co /NV/
This page
|
430 | $28,139 | |
| 2 | EQPT |
EquipmentShare.com Inc
|
1,000 | $19,660 |
All Filings in UHAL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,139 | 430 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $20,545 | 430 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $21,676 | 430 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||