Position in URI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,865,675
+$7,567,480 QoQ
Shares Held
15,770
+11.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#270
of 1,581 holders
Holding Since
Sep 2024
7 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, 2026Strategic Wealth Partners, Ltd. holds $17,867,005 across 3 Rental & Leasing Services names. URI ranks #1 (100.0% of the industry book) .
All Filings in URI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,865,675 | 15,770 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,298,195 | 14,135 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,595,958 | 8,150 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $88,783 | 93 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $323,208 | 429 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $362,786 | 515 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $270,449 | 334 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||