Allworth Financial’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.38M | Buy |
1,218
+32
| +3% | +$30.4K | 0.01% | 627 |
|
|
2026
Q1 | $864K | Buy |
1,186
+39
| +3% | +$32.8K | ﹤0.01% | 754 |
|
|
2025
Q4 | $928K | Sell |
1,147
-18
| -2% | -$15.6K | ﹤0.01% | 720 |
|
|
2025
Q3 | $1.11M | Buy |
1,165
+133
| +13% | +$119K | ﹤0.01% | 640 |
|
|
2025
Q2 | $777K | Buy |
1,032
+270
| +35% | +$181K | ﹤0.01% | 710 |
|
|
2025
Q1 | $493K | Buy |
762
+3
| +0.4% | +$2.06K | ﹤0.01% | 685 |
|
|
2024
Q4 | $594K | Buy |
759
+190
| +33% | +$154K | ﹤0.01% | 652 |
|
|
2024
Q3 | $461K | Buy |
569
+2
| +0.4% | +$1.44K | ﹤0.01% | 594 |
|
|
2024
Q2 | $407K | Buy |
567
+2
| +0.4% | +$1.33K | ﹤0.01% | 618 |
|
|
2024
Q1 | $408K | Buy |
565
+126
| +29% | +$80.9K | ﹤0.01% | 596 |
|
|
2023
Q4 | $252K | Sell |
439
-14
| -3% | -$6.6K | ﹤0.01% | 675 |
|
|
2023
Q3 | $202K | Sell |
453
-180
| -28% | -$82.4K | ﹤0.01% | 678 |
|
|
2023
Q2 | $282K | Sell |
633
-1
| -0.2% | -$371 | ﹤0.01% | 618 |
|
|
2023
Q1 | $251K | Buy |
634
+131
| +26% | +$55K | ﹤0.01% | 608 |
|
|
2022
Q4 | $179K | Buy |
503
+444
| +753% | +$146K | ﹤0.01% | 663 |
|
|
2022
Q3 | $16K | Sell |
59
-36
| -38% | -$10.5K | ﹤0.01% | 1396 |
|
|
2022
Q2 | $23K | Sell |
95
-125
| -57% | -$36.8K | ﹤0.01% | 1190 |
|
|
2022
Q1 | $78K | Buy |
220
+148
| +206% | +$48.3K | ﹤0.01% | 780 |
|
|
2021
Q4 | $24K | Buy |
72
+51
| +243% | +$18.2K | ﹤0.01% | 1050 |
|
|
2021
Q3 | $7K | Buy |
21
+3
| +17% | +$1.01K | ﹤0.01% | 1452 |
|
|
2021
Q2 | $6K | Hold |
18
| – | – | ﹤0.01% | 1179 |
|
|
2021
Q1 | $6K | Hold |
18
| – | – | ﹤0.01% | 1109 |
|
|
2020
Q4 | $4K | Hold |
18
| – | – | ﹤0.01% | 1045 |
|
|
2020
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 956 |
|
|
2020
Q2 | $3K | Sell |
18
-4
| -18% | -$507 | ﹤0.01% | 970 |
|
|
2020
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 1092 |
|
|
2019
Q4 | $4K | Hold |
22
| – | – | ﹤0.01% | 817 |
|
|
2019
Q3 | $3K | Hold |
22
| – | – | ﹤0.01% | 781 |
|
|
2019
Q2 | $3K | Hold |
22
| – | – | ﹤0.01% | 781 |
|
|
2019
Q1 | $3K | Buy |
22
+4
| +22% | +$494 | ﹤0.01% | 791 |
|
|
2018
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 768 |
|
|
2018
Q3 | $3K | Sell |
18
-10
| -36% | -$1.56K | ﹤0.01% | 759 |
|
|
2018
Q2 | $4K | Buy |
28
+9
| +47% | +$1.47K | ﹤0.01% | 689 |
|
|
2018
Q1 | $3K | Buy |
19
+17
| +850% | +$3.02K | ﹤0.01% | 675 |
|
|
2017
Q4 | $0 | Buy |
+2
| New | +$304 | ﹤0.01% | 821 |
|
Other funds holding URI
Allworth Financial's URI Position: Q2 2026 in Review
Allworth Financial increased its United Rentals (URI) stake by 2.7% in Q2 2026, buying an estimated $30.4K and bringing the position to 1,218 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #627.
Allworth Financial first reported a position in URI in Q4 2017 and has held it in 35 quarters since. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.
- Allworth Financial held 1,218 shares of United Rentals worth $1.38M as of Q2 2026.
- Allworth Financial bought 32 United Rentals shares in Q2 2026, an estimated $30.4K.
- United Rentals made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #627 holding.
- Allworth Financial first reported a position in United Rentals in Q4 2017 and has held it in 35 quarters since.
- 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.