AMPWP
SUNB

Alvarez & Marsal Private Wealth Partners’s Sunbelt Rentals Holdings SUNB Stock Holding History

Alvarez & Marsal Private Wealth Partners’s Portfolio SUNB Stock Details SUNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,992
Closed -$325K – 189
2026
Q1 		$325K Buy
+4,992
New +$350K 0.05% 112

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PP
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Wellington Management Group
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Harris Associates
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RCWMU
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's SUNB Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Sunbelt Rentals Holdings (SUNB) in Q2 2026, closing a stake of 4,992 shares — an estimated $325K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in SUNB in Q1 2026 and held it in 1 quarter. The position peaked at $325K in Q1 2026. 493 funds tracked by Wall St. Rank hold SUNB as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Sunbelt Rentals Holdings position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 4,992 Sunbelt Rentals Holdings shares in Q2 2026, an estimated $325K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Sunbelt Rentals Holdings in Q1 2026 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's Sunbelt Rentals Holdings position peaked at $325K in Q1 2026.
  • 493 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.