Aprio Wealth Management’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
$929K Buy
820
+24
+3% +$22.8K 0.05% 248
2026
Q1
$580K Buy
796
+329
+70% +$276K 0.03% 308
2025
Q4
$540K Buy
467
+225
+93% +$195K 0.03% 301
2025
Q3
$231K Buy
+242
New +$216K 0.02% 389

Other funds holding URI

Aprio Wealth Management's URI Position: Q2 2026 in Review

Aprio Wealth Management increased its United Rentals (URI) stake by 3% in Q2 2026, buying an estimated $22.8K and bringing the position to 820 shares worth $929K. The position accounts for 0.05% of the portfolio, ranked #248.

Aprio Wealth Management first reported a position in URI in Q3 2025 and has held it in 4 quarters since. 457 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Aprio Wealth Management held 820 shares of United Rentals worth $929K as of Q2 2026.
  • Aprio Wealth Management bought 24 United Rentals shares in Q2 2026, an estimated $22.8K.
  • United Rentals made up 0.05% of Aprio Wealth Management's portfolio in Q2 2026, its #248 holding.
  • Aprio Wealth Management first reported a position in United Rentals in Q3 2025 and has held it in 4 quarters since.
  • 457 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.