Position in URI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$626,488
+$223,595 QoQ
Shares Held
553
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#953
of 1,581 holders
Holding Since
Mar 2020
24 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, 2026Key Financial Inc holds $678,310 across 3 Rental & Leasing Services names. URI ranks #1 (92.4% of the industry book) .
All Filings in URI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $626,488 | 553 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $402,893 | 553 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $447,553 | 553 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $527,926 | 553 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $416,630 | 553 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $346,565 | 553 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $383,215 | 544 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $440,493 | 544 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $351,821 | 544 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $392,283 | 544 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $311,940 | 544 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $241,846 | 544 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $242,281 | 544 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $215,293 | 544 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $173,800 | 489 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $132,088 | 489 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $118,782 | 489 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $173,697 | 489 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $115,636 | 348 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $134,406 | 383 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $122,180 | 383 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $60,922 | 185 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $42,903 | 185 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $3,601 | 35 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||