Position in URI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$184,660
+$126,376 QoQ
Shares Held
163
+103.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,342
of 1,581 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $317,587 across 3 Rental & Leasing Services names. URI ranks #1 (58.1% of the industry book) .
All Filings in URI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $184,660 | 163 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $58,284 | 80 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $64,745 | 80 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $76,372 | 80 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||