Position in URI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,820,788
+$503,758 QoQ
Shares Held
5,138
-29.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#452
of 1,581 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Kestra Advisory Services, LLC holds $6,811,948 across 4 Rental & Leasing Services names. URI ranks #1 (85.4% of the industry book) .
All Filings in URI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,820,788 | 5,138 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,317,030 | 7,298 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,584,308 | 6,900 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,639,660 | 6,955 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,631,665 | 7,475 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $4,571,776 | 7,295 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,506,607 | 7,817 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,468,916 | 6,754 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,991,462 | 7,718 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,172,521 | 7,173 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,997,839 | 5,228 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,210,402 | 4,972 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,599,769 | 3,592 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,200,340 | 3,033 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,419,547 | 3,994 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,313,323 | 4,862 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,108,155 | 4,562 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,288,701 | 3,628 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $1,085,591 | 3,267 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $1,104,727 | 3,148 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $1,011,580 | 3,171 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $1,029,093 | 3,125 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $715,906 | 3,087 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $4,362 | 25 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||