Position in URI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,197,249
+$2,637,921 QoQ
Shares Held
6,353
+1.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#418
of 1,588 holders
Holding Since
Mar 2020
17 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, 2026Arkadios Wealth Advisors holds $7,563,739 across 2 Rental & Leasing Services names. URI ranks #1 (95.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
6,353 | $7,197,249 | |
| 2 | AER |
AerCap Holdings N.V.
|
2,514 | $366,490 |
All Filings in URI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,197,249 | 6,353 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,559,328 | 6,258 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $5,156,987 | 6,372 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,239,656 | 6,536 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,582,178 | 6,082 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,661,807 | 5,843 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $427,595 | 607 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $246,967 | 305 | Shares | Sole | 2024-10-24 | |
| 2022-03-31 | $246,870 | 695 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $337,606 | 1,016 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $494,460 | 1,409 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $517,434 | 1,622 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $655,326 | 1,990 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $490,721 | 2,116 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $33,155 | 190 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $34,279 | 230 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $117,203 | 1,139 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||