Prestige Wealth Management Group LLC
Position in URI — United Rentals, Inc.
CIK 1772715
FLEMINGTON, NJ
Position in URI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$256,032
+$92,107 QoQ
Shares Held
226
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,244
of 1,581 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $263,481 across 6 Rental & Leasing Services names. URI ranks #1 (97.2% of the industry book) .
All Filings in URI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,032 | 226 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $163,925 | 225 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $194,236 | 240 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $229,118 | 240 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $180,816 | 240 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $150,407 | 240 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $169,065 | 240 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $194,334 | 240 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $155,214 | 240 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $173,065 | 240 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $137,620 | 240 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $105,806 | 238 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $105,997 | 238 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $94,190 | 238 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $84,589 | 238 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $63,747 | 236 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $57,326 | 236 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $83,829 | 236 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $78,419 | 236 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $82,818 | 236 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $75,286 | 236 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $77,716 | 236 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $55,658 | 240 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $41,880 | 240 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $35,769 | 240 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $24,696 | 240 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||