Position in URI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,933,394
+$1,634,788 QoQ
Shares Held
3,472
+10.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#516
of 1,581 holders
Holding Since
Mar 2022
16 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, 2026Sequoia Financial Advisors, LLC holds $11,228,758 across 4 Rental & Leasing Services names. URI ranks #2 (35.0% of the industry book) .
All Filings in URI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,933,394 | 3,472 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,298,606 | 3,155 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,623,006 | 3,241 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,035,335 | 2,132 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,389,269 | 1,844 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $889,914 | 1,420 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,098,221 | 1,559 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,089,896 | 1,346 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $779,956 | 1,206 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $804,037 | 1,115 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $974,814 | 1,700 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $430,788 | 969 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $423,992 | 952 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $356,184 | 900 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $337,293 | 949 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $217,033 | 611 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||