Position in URI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$488,270
+$9,967 QoQ
Shares Held
431
-27.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,026
of 1,581 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,174,199 across 16 Rental & Leasing Services names. URI ranks #1 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
431 | $488,270 | |
| 2 | AER |
AerCap Holdings N.V.
|
1,420 | $207,003 | |
| 3 | R |
Ryder System Inc
|
758 | $199,933 | |
| 4 | GATX |
Gatx Corp
|
451 | $79,909 | |
| 5 | CAR |
Avis Budget Group, Inc.
|
412 | $60,903 | |
| 6 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
491 | $36,730 | |
| 7 | VSTS |
Vestis Corp
|
1,774 | $25,756 | |
| 8 | MGRC |
Mcgrath Rentcorp
|
170 | $20,573 |
All Filings in URI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,270 | 431 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $478,303 | 591 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $493,556 | 517 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $281,016 | 373 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $175,473 | 280 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $157,088 | 223 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $172,469 | 213 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $129,341 | 200 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $66,513 | 116 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $42,232 | 95 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $38,301 | 86 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $32,847 | 83 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $29,855 | 84 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $15,666 | 58 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $9,959 | 41 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $13,141 | 37 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||