Private Wealth Management Group, LLC
Position in URI — United Rentals, Inc.
CIK 2011342
PRINCETON, NJ
Position in URI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$65,707
+$23,451 QoQ
Shares Held
58
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,404
of 1,578 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $100,531 across 5 Rental & Leasing Services names. URI ranks #1 (65.4% of the industry book) .
All Filings in URI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,707 | 58 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $42,256 | 58 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $46,940 | 58 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $57,279 | 60 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $45,204 | 60 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $37,602 | 60 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $42,970 | 61 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $49,393 | 61 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $39,450 | 61 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $43,266 | 60 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $34,405 | 60 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||