Position in URI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,398
-$517,520 QoQ
Shares Held
3
-99.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,546
of 1,581 holders
Holding Since
Sep 2023
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, 2026Ascentis Independent Advisors holds $3,398 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
|
3 | $3,398 |
All Filings in URI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,398 | 3 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $520,918 | 715 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $645,837 | 798 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $727,450 | 762 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $579,364 | 769 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $495,719 | 791 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $445,910 | 633 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $219,436 | 271 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $389,331 | 602 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 | $320,541 | 559 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $221,395 | 498 | Shares | Sole | 2023-10-20 | |
| No filing history on record for this holder in this stock. | ||||||