Position in URI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$473,548
+$177,025 QoQ
Shares Held
418
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,030
of 1,578 holders
Holding Since
Mar 2024
10 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, 2026Opal Wealth Advisors, LLC holds $473,548 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
|
418 | $473,548 |
All Filings in URI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,548 | 418 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $296,523 | 407 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $361,766 | 447 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $429,597 | 450 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $329,989 | 438 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $271,987 | 434 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $283,889 | 403 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $285,024 | 352 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $210,833 | 326 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $301,423 | 418 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||