Position in URI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,270,311
+$240,543 QoQ
Shares Held
2,004
-28.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#629
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, 2026TD PRIVATE CLIENT WEALTH LLC holds $2,651,561 across 6 Rental & Leasing Services names. URI ranks #1 (85.6% of the industry book) .
All Filings in URI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,270,311 | 2,004 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $2,029,768 | 2,786 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,402,871 | 2,969 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,832,476 | 2,967 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $2,361,909 | 3,135 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,830,590 | 2,921 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,208,819 | 1,716 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,403,262 | 1,733 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $867,911 | 1,342 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $981,430 | 1,361 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $1,041,904 | 1,817 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $988,279 | 2,223 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $1,118,769 | 2,512 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $1,127,520 | 2,849 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $828,484 | 2,331 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $663,954 | 2,458 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $533,430 | 2,196 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $841,137 | 2,368 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $1,773,099 | 5,336 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $2,758,309 | 7,860 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $2,575,367 | 8,073 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $2,373,666 | 7,208 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $766,462 | 3,305 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $597,313 | 3,423 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $531,327 | 3,565 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $83,554 | 812 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||