Position in URI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$414,637
+$146,527 QoQ
Shares Held
366
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,081
of 1,581 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $701,240 across 2 Rental & Leasing Services names. URI ranks #1 (59.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
366 | $414,637 | |
| 2 | AER |
AerCap Holdings N.V.
|
1,966 | $286,603 |
All Filings in URI
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,637 | 366 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $268,110 | 368 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $298,639 | 369 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $373,272 | 391 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $381,973 | 507 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $330,897 | 528 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $891,821 | 1,266 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,056,697 | 1,305 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $854,330 | 1,321 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,153,054 | 1,599 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,244,894 | 2,171 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $910,034 | 2,047 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,056,417 | 2,372 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $637,173 | 1,610 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $385,275 | 1,084 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $287,407 | 1,064 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $244,853 | 1,008 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $212,060 | 597 | Shares | Sole | 2022-04-22 | |
| 2021-03-31 | $287,487 | 873 | Shares | Sole | 2021-05-25 | |
| 2020-06-30 | $454,870 | 3,052 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $569,963 | 5,539 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||