Position in URI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,693,455
+$2,870,388 QoQ
Shares Held
6,791
+2.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#398
of 1,581 holders
Holding Since
Sep 2022
16 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, 2026HB Wealth Management, LLC holds $10,253,724 across 7 Rental & Leasing Services names. URI ranks #1 (75.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
6,791 | $7,693,455 | |
| 2 | PRG |
PROG Holdings, Inc.
|
22,120 | $1,031,013 | |
| 3 | R |
Ryder System Inc
|
2,031 | $535,716 | |
| 4 | GATX |
Gatx Corp
|
1,806 | $320,005 | |
| 5 | AER |
AerCap Holdings N.V.
|
1,607 | $234,268 | |
| 6 | VSTS |
Vestis Corp
|
15,270 | $221,720 | |
| 7 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
2,908 | $217,547 |
All Filings in URI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,693,455 | 6,791 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,823,067 | 6,620 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,298,618 | 6,547 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,308,393 | 6,608 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,629,881 | 4,818 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,026,547 | 6,425 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,026,673 | 2,877 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,381,415 | 2,941 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,754,578 | 2,713 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,799,890 | 2,496 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,426,095 | 2,487 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,091,419 | 2,455 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,031,922 | 2,317 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $893,626 | 2,258 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $966,742 | 2,720 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $528,354 | 1,956 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||