Position in UHAL
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$682,039
+$309,594 QoQ
Shares Held
10,926
+40.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#162
of 330 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UHAL Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $37,102,668 across 12 Rental & Leasing Services names. UHAL ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
20,506 | $23,231,042 | |
| 2 | R |
Ryder System Inc
|
34,805 | $9,180,514 | |
| 3 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
11,186 | $836,824 | |
| 4 | UHAL |
U-Haul Holding Co /NV/
This page
|
10,926 | $682,039 | |
| 5 | AER |
AerCap Holdings N.V.
|
4,233 | $617,086 | |
| 6 | GATX |
Gatx Corp
|
3,156 | $559,211 | |
| 7 | PRG |
PROG Holdings, Inc.
|
10,893 | $507,722 | |
| 8 | VSTS |
Vestis Corp
|
31,367 | $455,448 |
All Filings in UHAL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 UHAL-B | $245,686 | 4,258 | Shares | Sole | 2026-08-19 | |
| 2026-06-30 | $436,353 | 6,668 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $372,445 | 7,795 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $336,033 | 6,666 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $514,428 | 9,014 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $201,119 | 3,321 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $211,112 | 3,230 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $251,371 | 3,501 | Shares | Sole | 2024-02-15 | |
| 2022-12-31 UHAL-B | $219,974 | 4,001 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $401,265 | 788 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $349,107 | 730 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $241,760 | 405 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $283,229 | 390 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||