Position in URI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,772,586
+$112,671 QoQ
Shares Held
2,433
+18.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 63.37854500616523.ToString("F0")%
Shared 0.ToString("F0")%
None 36.621454993834774.ToString("F0")%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Mar 31, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $4,594,918 across 5 Rental & Leasing Services names. URI ranks #2 (38.6% of the industry book) .
All Filings in URI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,772,586 | 2,433 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,659,915 | 2,051 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,964,690 | 2,058 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,837,542 | 2,439 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,516,614 | 2,420 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,725,173 | 2,449 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,983,838 | 2,450 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,510,114 | 2,335 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,648,457 | 2,286 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,313,705 | 2,291 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,013,619 | 2,280 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,025,241 | 2,302 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $812,495 | 2,053 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $722,568 | 2,033 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $370,680 | 1,526 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $525,000 | 1,478 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $489,795 | 1,474 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||