Cassaday & Co Wealth Management LLC

Position in URI — United Rentals, Inc.

CIK 1963612 MCLEAN, VA

Position in URI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$188,059

+$63,476 QoQ

Shares Held

166

-2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,340

of 1,581 holders

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $203,286 across 4 Rental & Leasing Services names. URI ranks #1 (92.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	URI	United Rentals, Inc. This page	166	$188,059
2	CAR	Avis Budget Group, Inc.	100	$14,783
3	SUNB	Sunbelt Rentals Holdings, Inc.	4	$299
4	AER	AerCap Holdings N.V.	1	$145

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$188,059	166	-2.9%	Shares	Sole	2026-08-10
2026-03-31	$124,583	171	-60.2%	Shares	Sole	2026-05-07
2025-06-30	$323,962	430	—	Shares	Sole	2025-08-05
No filing history on record for this holder in this stock.