Position in URI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$159,737
+$68,667 QoQ
Shares Held
141
+12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,352
of 1,581 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $202,396 across 11 Rental & Leasing Services names. URI ranks #1 (78.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
141 | $159,737 | |
| 2 | PRG |
PROG Holdings, Inc.
|
382 | $17,805 | |
| 3 | AER |
AerCap Holdings N.V.
|
52 | $7,580 | |
| 4 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
64 | $4,787 | |
| 5 | HRI |
Herc Holdings Inc
|
32 | $4,586 | |
| 6 | R |
Ryder System Inc
|
14 | $3,692 | |
| 7 | CAR |
Avis Budget Group, Inc.
|
15 | $2,217 | |
| 8 | WSC |
WillScot Holdings Corp
|
25 | $721 |
All Filings in URI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,737 | 141 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $91,070 | 125 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $117,351 | 145 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $141,289 | 148 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $100,955 | 134 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $94,631 | 151 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $110,597 | 157 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||