Position in URI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,792,231
+$308,155 QoQ
Shares Held
1,582
-22.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#692
of 1,591 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $5,276,928 across 3 Rental & Leasing Services names. URI ranks #2 (34.0% of the industry book) .
All Filings in URI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,792,231 | 1,582 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,484,076 | 2,037 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,279,534 | 1,581 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $875,423 | 917 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $682,580 | 906 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $508,253 | 811 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||