Position in URI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,727,657
+$699,660 QoQ
Shares Held
1,525
+8.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#697
of 1,581 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Western Wealth Management, LLC holds $1,727,657 across 1 Rental & Leasing Services name. URI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
1,525 | $1,727,657 |
All Filings in URI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,727,657 | 1,525 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,027,997 | 1,411 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $730,815 | 903 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $474,466 | 497 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $367,659 | 488 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $292,668 | 467 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $296,569 | 421 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $289,073 | 357 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||