Position in URI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$566,445
+$344,964 QoQ
Shares Held
500
+115.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#980
of 1,581 holders
Holding Since
Dec 2024
4 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, 2026SAX WEALTH ADVISORS, LLC holds $1,194,481 across 2 Rental & Leasing Services names. URI ranks #2 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | R |
Ryder System Inc
|
2,381 | $628,036 | |
| 2 | URI |
United Rentals, Inc.
This page
|
500 | $566,445 |
All Filings in URI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $566,445 | 500 | Shares | Sole | 2026-07-09 | |
| 2025-09-30 | $221,481 | 232 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $431,169 | 688 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $336,722 | 478 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||