Position in URI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,838,680
+$624,900 QoQ
Shares Held
1,623
-2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#682
of 1,581 holders
Holding Since
Dec 2020
21 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, 2026Dakota Wealth Management holds $4,362,605 across 3 Rental & Leasing Services names. URI ranks #2 (42.1% of the industry book) .
All Filings in URI
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,838,680 | 1,623 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,213,780 | 1,666 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $1,828,253 | 2,259 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $2,168,987 | 2,272 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $2,427,454 | 3,222 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $1,706,504 | 2,723 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $2,919,199 | 4,144 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $8,955,613 | 11,060 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $2,527,420 | 3,908 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $7,870,194 | 10,914 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $5,230,737 | 9,122 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $2,289,979 | 5,151 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $513,066 | 1,152 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $1,114,459 | 2,816 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $5,806,851 | 16,338 | Shares | Other | 2023-02-08 | |
| 2022-03-31 | $2,176,015 | 6,126 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $2,081,131 | 6,263 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,198,575 | 6,265 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,972,119 | 6,182 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,905,172 | 8,822 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,980,743 | 8,541 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||