Position in URI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,299,766
+$667,064 QoQ
Shares Held
2,030
-9.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#621
of 1,581 holders
Holding Since
Sep 2021
20 quarters on record
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $3,318,934 across 3 Rental & Leasing Services names. URI ranks #1 (69.3% of the industry book) .
All Filings in URI
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,299,766 | 2,030 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,632,702 | 2,241 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,710,902 | 2,114 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,478,768 | 1,549 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,320,710 | 1,753 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,077,924 | 1,720 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,132,035 | 1,607 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,139,290 | 1,407 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $882,139 | 1,364 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $766,539 | 1,063 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $541,881 | 945 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $438,346 | 986 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $346,497 | 778 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $345,102 | 872 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $487,636 | 1,372 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $220,147 | 815 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $201,858 | 831 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $302,283 | 851 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $267,161 | 804 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $200,731 | 572 | Shares | Sole | 2022-07-26 | |
| No filing history on record for this holder in this stock. | ||||||