Perigon Wealth Management, LLC

Position in URI — United Rentals, Inc.

CIK 1575239 SAN FRANCISCO, CA

Position in URI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$965,222

+$498,216 QoQ

Shares Held

852

+32.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#829

of 1,581 holders

Holding Since

Dec 2020

17 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Industrials · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $1,289,598 across 2 Rental & Leasing Services names. URI ranks #1 (74.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	URI	United Rentals, Inc. This page	852	$965,222
2	VSTS	Vestis Corp	22,340	$324,376

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$965,222	852	+32.9%	Shares	Sole	2026-08-07
2026-03-31	$467,006	641	-4.2%	Shares	Sole	2026-04-10
2025-12-31	$541,435	669	-0.3%	Shares	Sole	2026-01-16
2025-09-30	$640,576	671	+20.0%	Shares	Sole	2025-10-17
2025-06-30	$421,150	559	-4.3%	Shares	Sole	2025-07-16
2025-03-31	$365,992	584	-3.6%	Shares	Sole	2025-04-23
2024-12-31	$426,890	606	+4.7%	Shares	Sole	2025-01-22
2024-09-30	$468,833	579	+7.2%	Shares	Sole	2024-10-16
2024-06-30	$349,234	540	-0.9%	Shares	Sole	2024-08-02
2024-03-31	$393,004	545	-13.8%	Shares	Sole	2024-04-29
2023-12-31	$362,401	632	+16.4%	Shares	Sole	2024-01-29
2023-09-30	$241,401	543	-0.7%	Shares	Sole	2023-10-30
2023-06-30	$243,617	547	-17.9%	Shares	Sole	2023-08-02
2022-12-31	$236,709	666	-7.2%	Shares	Sole	2023-05-01
2021-12-31	$238,584	718	-11.5%	Shares	Sole	2022-02-11
2021-09-30	$284,604	811	+53.3%	Shares	Sole	2021-11-01
2020-12-31	$122,680	529	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.