Integrated Wealth Concepts LLC

Position in URI — United Rentals, Inc.

CIK 1737109 WALTHAM, MA

Position in URI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$159,737

-$307,269 QoQ

Shares Held

141

-78.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,350

of 1,581 holders

Holding Since

Sep 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $2,065,198 across 17 Rental & Leasing Services names. URI ranks #3 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAR	Avis Budget Group, Inc.	5,979	$883,875
2	AER	AerCap Holdings N.V.	4,110	$599,155
3	URI	United Rentals, Inc. This page	141	$159,737
4	R	Ryder System Inc	419	$110,519
5	SUNB	Sunbelt Rentals Holdings, Inc.	1,112	$83,188
6	HRI	Herc Holdings Inc	478	$68,516
7	PRG	PROG Holdings, Inc.	724	$33,745
8	CTOS	Custom Truck One Source, Inc.	2,370	$27,989

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$159,737	141	-78.0%	Shares	Sole	2026-08-12
2026-03-31	$467,006	641	+67.8%	Shares	Other	2026-05-15
2024-12-31	$269,096	382	+7.6%	Shares	Other	2025-02-14
2024-09-30	$287,454	355	+7.6%	Shares	Other	2024-11-14
2024-06-30	$213,420	330	-53.7%	Shares	Other	2024-08-14
2024-03-31	$513,430	712	-38.9%	Shares	Other	2024-05-15
2023-06-30	$518,856	1,165	+130.2%	Shares	Other	2023-08-15
2023-03-31	$200,254	506	-12.2%	Shares	Other	2023-05-03
2022-03-31	$204,600	576	-34.8%	Shares	Other	2022-05-12
2021-12-31	$293,744	884	+18.3%	Shares	Other	2022-02-15
2021-09-30	$262,144	747	—	Shares	Other	2021-11-15
No filing history on record for this holder in this stock.