AOWM
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Asset One Wealth Management’s United Rentals URI Stock Holding History

Asset One 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
Q2 		$289K Sell
276
-73
-21% -$69.5K 0.03% 292
2026
Q1 		$281K Buy
+349
New +$293K 0.03% 283

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Geode Capital Management
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Asset One Wealth Management's URI Position: Q2 2026 in Review

Asset One Wealth Management reduced its United Rentals (URI) stake by 21% in Q2 2026, selling an estimated $69.5K and leaving 276 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #292.

Asset One Wealth Management first reported a position in URI in Q1 2026 and has held it in 2 quarters since. 1,581 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Asset One Wealth Management held 276 shares of United Rentals worth $289K as of Q2 2026.
  • Asset One Wealth Management sold 73 United Rentals shares in Q2 2026, an estimated $69.5K.
  • United Rentals made up 0.03% of Asset One Wealth Management's portfolio in Q2 2026, its #292 holding.
  • Asset One Wealth Management first reported a position in United Rentals in Q1 2026 and has held it in 2 quarters since.
  • 1,581 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.