49 Wealth Management’s United Rentals URI Stock Holding History

49 Wealth Management’s Portfolio URI Stock Details URI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-218	Closed	-$208K	–	221
2025 Q3	$208K	Buy	+218	New	+$194K	0.02%	182

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

49 Wealth Management's URI Position: Q4 2025 in Review

49 Wealth Management sold out of United Rentals (URI) in Q4 2025, closing a stake of 218 shares — an estimated $208K sold.

49 Wealth Management first reported a position in URI in Q3 2025 and held it in 1 quarter. The position peaked at $208K in Q3 2025. 1,534 funds tracked by Wall St. Rank hold URI as of Q4 2025.

49 Wealth Management reported no remaining United Rentals position as of Q4 2025 after selling out during the quarter.
49 Wealth Management sold 218 United Rentals shares in Q4 2025, an estimated $208K.
49 Wealth Management first reported a position in United Rentals in Q3 2025 and held it in 1 quarter.
49 Wealth Management's United Rentals position peaked at $208K in Q3 2025.
1,534 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on 49 Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.