Position in URI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$22,657
+$8,086 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,463
of 1,581 holders
Holding Since
Dec 2025
3 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, 2026Lodestone Wealth Management LLC holds $22,787 across 2 Rental & Leasing Services names. URI ranks #1 (99.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
20 | $22,657 | |
| 2 | UHAL |
U-Haul Holding Co /NV/
|
2 | $130 |
All Filings in URI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,657 | 20 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $14,571 | 20 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $16,186 | 20 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||