Position in URI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,506,871
+$2,553,079 QoQ
Shares Held
7,509
-8.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#378
of 1,581 holders
Holding Since
Mar 2020
26 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, 2026Institute for Wealth Management, LLC. holds $9,492,544 across 7 Rental & Leasing Services names. URI ranks #1 (89.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
7,509 | $8,506,871 | |
| 2 | AER |
AerCap Holdings N.V.
|
4,798 | $699,452 | |
| 3 | HRI |
Herc Holdings Inc
|
968 | $138,753 | |
| 4 | UHAL |
U-Haul Holding Co /NV/
|
1,368 | $89,521 | |
| 5 | WSC |
WillScot Holdings Corp
|
1,853 | $53,477 | |
| 6 | CAR |
Avis Budget Group, Inc.
|
27 | $3,991 | |
| 7 | VSTS |
Vestis Corp
|
33 | $479 |
All Filings in URI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,506,871 | 7,509 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,953,792 | 8,172 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,638,042 | 8,202 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $7,868,307 | 8,242 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,325,546 | 8,396 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,258,639 | 8,391 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,415,734 | 7,688 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $6,403,344 | 7,908 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,153,144 | 7,968 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $5,829,453 | 8,084 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,575,891 | 7,980 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,578,343 | 8,049 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,627,093 | 8,144 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,204,072 | 8,096 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,944,299 | 8,284 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,241,185 | 8,297 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,991,862 | 8,200 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,837,772 | 7,989 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,663,636 | 8,016 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,813,756 | 8,018 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,561,012 | 8,028 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,675,973 | 8,126 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,932,737 | 8,334 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,529,841 | 8,767 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,320,941 | 8,863 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $912,002 | 8,863 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||