Position in URI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$667,272
+$241,793 QoQ
Shares Held
589
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#932
of 1,581 holders
Holding Since
Dec 2023
11 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, 2026PDS Planning, Inc holds $1,099,153 across 3 Rental & Leasing Services names. URI ranks #1 (60.7% of the industry book) .
All Filings in URI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,272 | 589 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $425,479 | 584 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $445,935 | 551 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $529,836 | 555 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $414,370 | 550 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $306,456 | 489 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $325,451 | 462 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $374,095 | 462 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $282,621 | 437 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $313,682 | 435 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $251,731 | 439 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||