Activest Wealth Management’s United Rentals URI Stock Holding History

Activest 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
2026 Q3	$13K	Buy	13 +12	+1,200%	+$12.8K	﹤0.01%	539
2026 Q2	$1.13K	Sell	1 -44	-98%	-$41.9K	﹤0.01%	937
2026 Q1	$32.8K	Sell	45 -2	-4%	-$1.68K	0.01%	413
2025 Q4	$38K	Buy	47 +5	+12%	+$4.34K	0.01%	368
2025 Q3	$40.1K	Buy	42 +19	+83%	+$16.9K	0.01%	288
2025 Q2	$17.3K	Buy	23 +20	+667%	+$13.4K	﹤0.01%	347
2025 Q1	$1.88K	Buy	3 +2	+200%	+$1.38K	﹤0.01%	666
2024 Q4	$704	Buy	+1	New	+$813	﹤0.01%	494

Other funds holding URI

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Activest Wealth Management's URI Position: Q3 2026 in Review

Activest Wealth Management increased its United Rentals (URI) stake by 1,200% in Q3 2026, buying an estimated $12.8K and bringing the position to 13 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Activest Wealth Management first reported a position in URI in Q4 2024 and has held it in 8 quarters since. The position peaked at $40.1K in Q3 2025. 1,363 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Activest Wealth Management held 13 shares of United Rentals worth $13K as of Q3 2026.
Activest Wealth Management bought 12 United Rentals shares in Q3 2026, an estimated $12.8K.
United Rentals made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #539 holding.
Activest Wealth Management first reported a position in United Rentals in Q4 2024 and has held it in 8 quarters since.
Activest Wealth Management's United Rentals position peaked at $40.1K in Q3 2025.
1,363 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.