SUMMIT WEALTH GROUP LLC / CO
Position in URI — United Rentals, Inc.
CIK 2081278
COLORADO SPRINGS, CO
Position in URI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$303,614
+$102,094 QoQ
Shares Held
268
+7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,185
of 1,581 holders
Holding Since
Dec 2025
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, 2026SUMMIT WEALTH GROUP LLC / CO holds $725,118 across 2 Rental & Leasing Services names. URI ranks #2 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | R |
Ryder System Inc
|
1,598 | $421,504 | |
| 2 | URI |
United Rentals, Inc.
This page
|
268 | $303,614 |
All Filings in URI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,614 | 268 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $201,520 | 249 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||