Position in URI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,812,624
+$523,802 QoQ
Shares Held
1,600
-9.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#687
of 1,581 holders
Holding Since
Mar 2022
11 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, 2026Aaron Wealth Advisors LLC holds $1,812,624 across 1 Rental & Leasing Services name. URI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
1,600 | $1,812,624 |
All Filings in URI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,812,624 | 1,600 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,288,822 | 1,769 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,937,512 | 2,394 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,754,665 | 1,838 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $380,467 | 505 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $332,151 | 530 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $695,282 | 987 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $354,661 | 438 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $233,469 | 361 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $255,272 | 354 | Shares | Sole | 2024-04-25 | |
| 2022-03-31 | $216,000 | 76,725 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||