Position in URI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$992,411
+$130,486 QoQ
Shares Held
876
-17.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#822
of 1,581 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $1,531,019 across 3 Rental & Leasing Services names. URI ranks #1 (64.8% of the industry book) .
All Filings in URI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $992,411 | 876 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $861,925 | 1,065 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,950,370 | 2,043 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,587,413 | 2,107 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $285,148 | 455 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $414,915 | 589 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $220,246 | 272 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||