Dynasty Wealth Management, LLC
Position in URI — United Rentals, Inc.
CIK 1727599
ST. PETERSBURG, FL
Position in URI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,102,194
+$1,386,123 QoQ
Shares Held
3,621
-2.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#509
of 1,581 holders
Holding Since
Mar 2024
10 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, 2026Dynasty Wealth Management, LLC holds $4,410,261 across 2 Rental & Leasing Services names. URI ranks #1 (93.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
3,621 | $4,102,194 | |
| 2 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
4,118 | $308,067 |
All Filings in URI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,102,194 | 3,621 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,716,071 | 3,728 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,366,451 | 2,924 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,614,813 | 2,739 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $965,858 | 1,282 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $942,556 | 1,504 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,082,019 | 1,536 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,536,057 | 1,897 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,213,265 | 1,876 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,355,686 | 1,880 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||