Position in URI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,594
+$4,852 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,498
of 1,581 holders
Holding Since
Mar 2023
8 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, 2026Clearstead Trust, LLC holds $30,887 across 5 Rental & Leasing Services names. URI ranks #1 (44.0% of the industry book) .
All Filings in URI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,594 | 12 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,742 | 12 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,711 | 12 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $14,319 | 15 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,301 | 15 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $11,280 | 18 | Shares | Sole | 2025-05-09 | |
| 2023-06-30 | $1,090,711 | 2,449 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $975,944 | 2,466 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||