MONTAG A & ASSOCIATES INC

Position in URI — United Rentals, Inc.

CIK 829407 ATLANTA, GA

Position in URI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$15,824,207

+$5,913,606 QoQ

Shares Held

13,968

+2.7% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#288

of 1,581 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $15,905,153 across 3 Rental & Leasing Services names. URI ranks #1 (99.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	URI	United Rentals, Inc. This page	13,968	$15,824,207
2	R	Ryder System Inc	300	$79,131
3	VSTS	Vestis Corp	125	$1,815

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,824,207	13,968	+2.7%	Shares	Sole	2026-08-05
2026-03-31	$9,910,601	13,603	-33.0%	Shares	Sole	2026-04-29
2025-12-31	$16,425,149	20,295	+10.4%	Shares	Sole	2026-02-02
2025-09-30	$17,542,832	18,376	+52.7%	Shares	Sole	2025-11-12
2025-06-30	$9,067,922	12,036	-1.2%	Shares	Sole	2025-08-07
2025-03-31	$7,632,579	12,179	+0.6%	Shares	Sole	2025-05-05
2024-12-31	$8,525,132	12,102	-1.7%	Shares	Sole	2025-01-30
2024-09-30	$9,971,824	12,315	+1.2%	Shares	Sole	2024-11-05
2024-06-30	$7,869,410	12,168	-9.5%	Shares	Sole	2024-07-31
2024-03-31	$9,694,602	13,444	+2.0%	Shares	Sole	2024-05-07
2023-12-31	$7,560,542	13,185	+18.2%	Shares	Sole	2024-02-07
2023-09-30	$4,960,067	11,157	+2.8%	Shares	Sole	2023-11-09
2023-06-30	$4,832,709	10,851	+2.6%	Shares	Sole	2023-08-09
2023-03-31	$4,187,536	10,581	+12.6%	Shares	Sole	2023-05-11
2022-12-31	$3,340,948	9,400	-3.1%	Shares	Sole	2023-02-02
2022-09-30	$2,620,164	9,700	0.0%	Shares	Sole	2022-11-09
2022-06-30	$2,356,227	9,700	0.0%	Shares	Sole	2022-08-10
2022-03-31	$3,445,537	9,700	-2.8%	Shares	Sole	2022-05-02
2021-12-31	$3,316,254	9,980	0.0%	Shares	Sole	2022-02-09
2021-09-30	$3,502,281	9,980	0.0%	Shares	Sole	2021-11-08
2021-06-30	$3,183,719	9,980	0.0%	Shares	Sole	2021-08-03
2021-03-31	$3,286,513	9,980	-0.2%	Shares	Sole	2021-05-14
2020-12-31	$2,317,940	9,995	+1.5%	Shares	Sole	2021-02-12
2020-09-30	$1,718,825	9,850	-0.8%	Shares	Sole	2020-11-12
2020-06-30	$1,479,222	9,925	-7.9%	Shares	Sole	2020-08-04
2020-03-31	$1,109,262	10,780	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.