Position in URI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$824,743
+$285,736 QoQ
Shares Held
728
+9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#877
of 1,581 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $1,436,161 across 2 Rental & Leasing Services names. URI ranks #1 (57.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
728 | $824,743 | |
| 2 | R |
Ryder System Inc
|
2,318 | $611,418 |
All Filings in URI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $824,743 | 728 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $539,007 | 666 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $608,118 | 637 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $308,894 | 410 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $409,984 | 582 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $439,683 | 543 | Shares | Sole | 2024-11-04 | |
| 2024-03-31 | $1,423,471 | 1,974 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $962,772 | 1,679 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $746,433 | 1,679 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $664,481 | 1,679 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $554,099 | 1,559 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||