Position in URI
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,393,735
-$100,269 QoQ
Shares Held
1,913
+3.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 4.495556717198118.ToString("F0")%
Shared 0.ToString("F0")%
None 95.50444328280187.ToString("F0")%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Mar 31, 2026One Wealth Advisors, LLC holds $3,765,857 across 2 Rental & Leasing Services names. URI ranks #2 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MGRC |
Mcgrath Rentcorp
|
21,510 | $2,372,122 | |
| 2 | URI |
United Rentals, Inc.
This page
|
1,913 | $1,393,735 |
All Filings in URI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,393,735 | 1,913 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,494,004 | 1,846 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,719,342 | 1,801 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,351,599 | 1,794 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $689,370 | 1,100 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $254,255 | 314 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $203,073 | 314 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $217,775 | 302 | Shares | Sole | 2024-04-15 | |
| 2022-12-31 | $89,565 | 252 | Shares | Sole | 2023-02-14 | |
| 2021-06-30 | $289,342 | 907 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $437,652 | 1,329 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $236,548 | 1,020 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||