Position in URI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$403,308
+$186,926 QoQ
Shares Held
356
+19.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,093
of 1,581 holders
Holding Since
Mar 2024
9 quarters on record
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Simplicity Wealth,LLC holds $1,274,360 across 3 Rental & Leasing Services names. URI ranks #2 (31.6% of the industry book) .
All Filings in URI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,308 | 356 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $216,382 | 297 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $239,558 | 296 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $936,521 | 981 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $895,792 | 1,189 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $282,641 | 451 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $293,751 | 417 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $1,437,680 | 2,223 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,588,605 | 2,203 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||