Position in URI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$247,710
-$52,547 QoQ
Shares Held
340
-8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $1,591,102 across 2 Rental & Leasing Services names. URI ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
20,639 | $1,343,392 | |
| 2 | URI |
United Rentals, Inc.
This page
|
340 | $247,710 |
All Filings in URI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $247,710 | 340 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $300,257 | 371 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $318,856 | 334 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $239,581 | 318 | Shares | Sole | 2025-07-30 | |
| 2024-12-31 | $214,149 | 304 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $245,348 | 303 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $540,019 | 835 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $672,074 | 932 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $690,397 | 1,204 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $690,861 | 1,554 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $848,875 | 1,906 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $892,834 | 2,256 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $875,399 | 2,463 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $681,242 | 2,522 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $8,220,074 | 33,840 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $10,767,835 | 30,314 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $9,716,491 | 29,241 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $9,803,931 | 27,937 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $9,445,567 | 29,609 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,784,672 | 26,676 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $9,566,287 | 41,250 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $14,207,266 | 81,417 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,583,485 | 37,463 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||