AE Wealth Management LLC

Position in URI — United Rentals, Inc.

CIK 1697723 TOPEKA, KS

Position in URI

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,715,176

+$746,205 QoQ

Shares Held

1,514

+13.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#699

of 1,581 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

AE Wealth Management LLC holds $4,538,560 across 5 Rental & Leasing Services names. URI ranks #1 (37.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	URI	United Rentals, Inc. This page	1,514	$1,715,176
2	R	Ryder System Inc	5,278	$1,392,165
3	VSTS	Vestis Corp	56,841	$825,319
4	GATX	Gatx Corp	3,238	$573,720
5	HTZ	Hertz Global Holdings, Inc	14,854	$32,180

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,715,176	1,514	+13.8%	Shares	Other	2026-08-03
2026-03-31	$968,971	1,330	+7.1%	Shares	Other	2026-05-13
2025-12-31	$1,005,165	1,242	-11.7%	Shares	Other	2026-01-26
2025-09-30	$1,343,195	1,407	-3.1%	Shares	Other	2025-11-03
2025-06-30	$1,093,928	1,452	+8.2%	Shares	Other	2025-08-06
2025-03-31	$841,024	1,342	-46.0%	Shares	Sole	2025-05-06
2024-12-31	$1,749,118	2,483	-4.8%	Shares	Other	2025-02-13
2024-09-30	$2,111,772	2,608	+159.5%	Shares	Other	2024-11-14
2024-06-30	$649,961	1,005	+10.9%	Shares	Other	2024-08-12
2024-03-31	$653,322	906	-78.0%	Shares	Other	2024-05-15
2023-12-31	$2,357,328	4,111	+3.9%	Shares	Other	2024-02-14
2023-09-30	$1,759,607	3,958	-14.0%	Shares	Other	2023-10-11
2023-06-30	$2,050,928	4,605	-28.1%	Shares	Other	2023-07-10
2023-03-31	$2,535,634	6,407	-0.6%	Shares	Sole	2023-04-14
2022-12-31	$2,291,392	6,447	-2.1%	Shares	Sole	2023-01-31
2022-09-30	$1,779,550	6,588	-75.7%	Shares	Sole	2022-10-25
2022-06-30	$6,580,188	27,089	+62.0%	Shares	Sole	2022-08-03
2022-03-31	$5,938,755	16,719	+31.5%	Shares	Sole	2022-04-18
2021-12-31	$4,226,064	12,718	+320.0%	Shares	Sole	2022-01-20
2021-09-30	$1,062,616	3,028	-1.4%	Shares	Sole	2021-11-01
2021-06-30	$979,360	3,070	-1.3%	Shares	Sole	2021-07-21
2021-03-31	$1,023,824	3,109	+3.8%	Shares	Sole	2021-04-27
2020-12-31	$694,570	2,995	-3.4%	Shares	Sole	2021-02-01
2020-09-30	$541,124	3,101	-4.3%	Shares	Sole	2020-11-06
2020-06-30	$483,187	3,242	-77.3%	Shares	Sole	2020-08-05
2020-03-31	$1,466,633	14,253	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.