Position in URI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$15,860
-$168 QoQ
Shares Held
14
-36.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,482
of 1,578 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $61,100 across 10 Rental & Leasing Services names. URI ranks #2 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AER |
AerCap Holdings N.V.
|
156 | $22,741 | |
| 2 | URI |
United Rentals, Inc.
This page
|
14 | $15,860 | |
| 3 | UHAL |
U-Haul Holding Co /NV/
|
193 | $12,629 | |
| 4 | R |
Ryder System Inc
|
18 | $4,747 | |
| 5 | PRG |
PROG Holdings, Inc.
|
46 | $2,144 | |
| 6 | CTOS |
Custom Truck One Source, Inc.
|
84 | $992 | |
| 7 | ALTG |
Alta Equipment Group Inc.
|
122 | $789 | |
| 8 | HTZ |
Hertz Global Holdings, Inc
|
218 | $493 |
All Filings in URI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,860 | 14 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $16,028 | 22 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $15,377 | 19 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $11,455 | 12 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $8,287 | 11 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,386 | 7 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,931 | 7 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,858 | 6 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,880 | 6 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,605 | 5 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,720 | 3 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,333 | 3 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,336 | 3 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,187 | 3 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $710 | 2 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||