Position in URI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,930
+$2,831 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,520
of 1,581 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Derivatives in URI
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$4,386
PutShares
7
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Quaker Wealth Management, LLC holds $12,150 across 2 Rental & Leasing Services names. URI ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
7 | $7,930 | |
| 2 | R |
Ryder System Inc
|
16 | $4,220 |
All Filings in URI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,930 | 7 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,099 | 7 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $5,665 | 7 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,682 | 7 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,273 | 7 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,386 | 7 | Put | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||