Position in URI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,957,975
+$1,653,853 QoQ
Shares Held
2,611
+45.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#574
of 1,581 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $3,272,764 across 15 Rental & Leasing Services names. URI ranks #1 (90.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
2,611 | $2,957,975 | |
| 2 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
1,198 | $89,622 | |
| 3 | AER |
AerCap Holdings N.V.
|
602 | $87,759 | |
| 4 | GATX |
Gatx Corp
|
410 | $72,647 | |
| 5 | R |
Ryder System Inc
|
122 | $32,179 | |
| 6 | VSTS |
Vestis Corp
|
1,329 | $19,297 | |
| 7 | HRI |
Herc Holdings Inc
|
66 | $9,460 | |
| 8 | UHAL |
U-Haul Holding Co /NV/
|
21 | $1,304 |
All Filings in URI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,957,975 | 2,611 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,304,122 | 1,790 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,715,758 | 2,120 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,880,680 | 1,970 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,461,596 | 1,940 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,118,032 | 1,784 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,198,252 | 1,701 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,367,633 | 1,689 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,092,326 | 1,689 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,217,954 | 1,689 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $986,282 | 1,720 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $761,992 | 1,714 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $759,355 | 1,705 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $676,353 | 1,709 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $605,991 | 1,705 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $376,547 | 1,394 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $338,616 | 1,394 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $754,110 | 2,123 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $403,067 | 1,213 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $341,454 | 973 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $312,948 | 981 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $342,153 | 1,039 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $222,169 | 958 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $175,896 | 1,008 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $142,780 | 958 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $98,578 | 958 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||