Position in URI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,484,076
+$204,542 QoQ
Shares Held
2,037
+28.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Mar 31, 2026Waverly Advisors, LLC holds $4,550,529 across 3 Rental & Leasing Services names. URI ranks #2 (32.6% of the industry book) .
All Filings in URI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||