Position in URI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$548,318
+$114,825 QoQ
Shares Held
484
-18.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#997
of 1,588 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $906,936 across 2 Rental & Leasing Services names. URI ranks #1 (60.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
484 | $548,318 | |
| 2 | AER |
AerCap Holdings N.V.
|
2,460 | $358,618 |
All Filings in URI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,318 | 484 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $433,493 | 595 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $485,592 | 600 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $535,564 | 561 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $404,575 | 537 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $325,884 | 520 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $361,377 | 513 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $454,258 | 561 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $360,228 | 557 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $332,431 | 461 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $263,199 | 459 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $202,279 | 455 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||