Position in URI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$24,923
+$9,624 QoQ
Shares Held
22
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,457
of 1,581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $29,595 across 8 Rental & Leasing Services names. URI ranks #1 (84.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
22 | $24,923 | |
| 2 | CTOS |
Custom Truck One Source, Inc.
|
272 | $3,212 | |
| 3 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
9 | $673 | |
| 4 | R |
Ryder System Inc
|
1 | $263 | |
| 5 | GATX |
Gatx Corp
|
1 | $177 | |
| 6 | CAR |
Avis Budget Group, Inc.
|
1 | $147 | |
| 7 | HRI |
Herc Holdings Inc
|
1 | $143 | |
| 8 | WSC |
WillScot Holdings Corp
|
2 | $57 |
All Filings in URI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,923 | 22 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $15,299 | 21 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $16,995 | 21 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $20,047 | 21 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $13,561 | 18 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $11,280 | 18 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $14,088 | 20 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $17,814 | 22 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $14,228 | 22 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $15,864 | 22 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $14,335 | 25 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $11,114 | 25 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $11,134 | 25 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $9,894 | 25 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $8,885 | 25 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $6,753 | 25 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $6,072 | 25 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $8,880 | 25 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $8,307 | 25 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $6,316 | 18 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $5,742 | 18 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $5,927 | 18 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $3,478 | 15 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $2,617 | 15 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $2,235 | 15 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $1,543 | 15 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||