Position in URI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,292,969
+$824,921 QoQ
Shares Held
2,024
+0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#622
of 1,581 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026SteelPeak Wealth, LLC holds $6,740,191 across 3 Rental & Leasing Services names. URI ranks #2 (34.0% of the industry book) .
All Filings in URI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,292,969 | 2,024 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,468,048 | 2,015 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,630,779 | 2,015 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,033,425 | 2,130 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,623,577 | 2,155 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,349,911 | 2,154 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,517,363 | 2,154 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,724,724 | 2,130 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,370,420 | 2,119 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,525,147 | 2,115 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,212,783 | 2,115 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $940,265 | 2,115 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $941,957 | 2,115 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $791,520 | 2,000 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $710,840 | 2,000 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $540,240 | 2,000 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $485,820 | 2,000 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $710,420 | 2,000 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $664,580 | 2,000 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $701,860 | 2,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $638,020 | 2,000 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $658,620 | 2,000 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $463,820 | 2,000 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||