Position in URI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,285,830
+$586,413 QoQ
Shares Held
1,135
+18.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#748
of 1,581 holders
Holding Since
Dec 2024
7 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $1,665,658 across 2 Rental & Leasing Services names. URI ranks #1 (77.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
1,135 | $1,285,830 | |
| 2 | R |
Ryder System Inc
|
1,440 | $379,828 |
All Filings in URI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,285,830 | 1,135 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $699,417 | 960 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $802,845 | 992 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $834,372 | 874 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $578,611 | 768 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $333,404 | 532 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $330,382 | 469 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||