Position in URI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$313,810
+$100,342 QoQ
Shares Held
277
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,179
of 1,588 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026BSW Wealth Partners holds $542,538 across 2 Rental & Leasing Services names. URI ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
277 | $313,810 | |
| 2 | AER |
AerCap Holdings N.V.
|
1,569 | $228,728 |
All Filings in URI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,810 | 277 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $213,468 | 293 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $265,456 | 328 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $319,811 | 335 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $395,535 | 525 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $336,537 | 537 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $395,895 | 562 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $439,683 | 543 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $297,495 | 460 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $332,431 | 461 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $278,108 | 485 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $216,505 | 487 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $243,172 | 546 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $234,685 | 593 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $210,408 | 592 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||