Position in URI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$395,378
-$115,342 QoQ
Shares Held
349
-50.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,101
of 1,581 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $1,333,271 across 4 Rental & Leasing Services names. URI ranks #2 (29.7% of the industry book) .
All Filings in URI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,378 | 349 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $510,720 | 701 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $432,986 | 535 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||