Position in URI
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$657,886
-$45,409 QoQ
Shares Held
903
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 93%
None 7%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $740,226 across 3 Rental & Leasing Services names. URI ranks #1 (88.9% of the industry book) .
All Filings in URI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $657,886 | 903 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $703,295 | 869 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $837,232 | 877 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $663,743 | 881 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $489,450 | 781 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $533,259 | 757 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $617,013 | 762 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $422,313 | 653 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $343,248 | 476 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $225,354 | 393 | Shares | Other | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||