Position in URI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$54,578,108
+$20,641,784 QoQ
Shares Held
48,176
+3.4% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#127
of 1,581 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Focus Partners Wealth holds $234,893,257 across 9 Rental & Leasing Services names. URI ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
2,056,587 | $153,853,273 | |
| 2 | URI |
United Rentals, Inc.
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|
48,176 | $54,578,108 | |
| 3 | AER |
AerCap Holdings N.V.
|
155,858 | $22,720,979 | |
| 4 | R |
Ryder System Inc
|
6,340 | $1,672,301 | |
| 5 | UHAL |
U-Haul Holding Co /NV/
|
11,247 | $736,003 | |
| 6 | VSTS |
Vestis Corp
|
27,124 | $393,840 | |
| 7 | MGRC |
Mcgrath Rentcorp
|
3,019 | $365,389 | |
| 8 | PRG |
PROG Holdings, Inc.
|
6,288 | $293,083 |
All Filings in URI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,578,108 | 48,176 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $33,936,324 | 46,580 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,983,325 | 48,168 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $40,426,987 | 42,347 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $32,966,523 | 43,757 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $27,658,777 | 44,134 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $31,141,179 | 44,207 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $34,883,978 | 43,081 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $55,834,786 | 86,334 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $33,725,593 | 46,769 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $28,241,508 | 49,251 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||