Position in URI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$361,391
+$252,107 QoQ
Shares Held
319
+112.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,133
of 1,581 holders
Holding Since
Sep 2025
4 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, 2026Root Financial Partners, LLC holds $361,391 across 1 Rental & Leasing Services name. URI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
319 | $361,391 |
All Filings in URI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,391 | 319 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $109,284 | 150 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $120,588 | 149 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $145,108 | 152 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||