Position in URI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,940,640
+$713,745 QoQ
Shares Held
1,713
+1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#668
of 1,581 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $3,894,820 across 2 Rental & Leasing Services names. URI ranks #2 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AER |
AerCap Holdings N.V.
|
13,405 | $1,954,180 | |
| 2 | URI |
United Rentals, Inc.
This page
|
1,713 | $1,940,640 |
All Filings in URI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,940,640 | 1,713 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,226,895 | 1,684 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||