Position in URI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,520,231
+$1,700,704 QoQ
Shares Held
3,990
+3.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#489
of 1,581 holders
Holding Since
Sep 2024
8 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, 2026NewEdge Wealth, LLC holds $80,413,713 across 5 Rental & Leasing Services names. URI ranks #2 (5.6% of the industry book) .
All Filings in URI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,520,231 | 3,990 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,819,527 | 3,870 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,452,559 | 4,266 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,136,554 | 6,428 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,757,721 | 6,315 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,011,506 | 6,401 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,776,103 | 6,780 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $5,705,357 | 7,046 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||