Position in URI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$293,418
+$271,430 QoQ
Shares Held
259
+661.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,196
of 1,581 holders
Holding Since
Jun 2024
2 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, 2026Triad Wealth Partners, LLC holds $1,063,890 across 2 Rental & Leasing Services names. URI ranks #2 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | R |
Ryder System Inc
|
2,921 | $770,472 | |
| 2 | URI |
United Rentals, Inc.
This page
|
259 | $293,418 |
All Filings in URI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,418 | 259 | Shares | Sole | 2026-08-10 | |
| 2024-06-30 | $21,988 | 34 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||