Position in URI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,398,220
+$1,896,033 QoQ
Shares Held
4,765
-0.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#462
of 1,581 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Independent Advisor Alliance holds $5,789,930 across 2 Rental & Leasing Services names. URI ranks #1 (93.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
4,765 | $5,398,220 | |
| 2 | AER |
AerCap Holdings N.V.
|
2,687 | $391,710 |
All Filings in URI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,398,220 | 4,765 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,502,187 | 4,807 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,297,638 | 9,017 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,695,043 | 9,108 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,148,496 | 8,161 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,229,810 | 8,345 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,810,925 | 8,249 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,966,916 | 8,604 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,270,849 | 8,150 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,683,067 | 7,881 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,128,094 | 8,943 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,436,526 | 7,730 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,117,144 | 6,999 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,473,500 | 6,250 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $1,667,991 | 6,175 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,340,620 | 5,519 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,839,192 | 7,993 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,668,953 | 8,032 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,784,278 | 7,934 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,618,114 | 8,207 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,406,267 | 7,307 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,603,657 | 6,915 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $975,629 | 5,591 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $847,292 | 5,685 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,010,992 | 9,825 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||