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BAM Wealth Management’s United Rentals URI Stock Holding History

BAM 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
Q1 		– Sell
-322
Closed -$261K – 185
2025
Q4 		$261K Buy
322
+1
+0.3% +$868 0.19% 125
2025
Q3 		$306K Buy
+321
New +$286K 0.24% 98

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BAM Wealth Management's URI Position: Q1 2026 in Review

BAM Wealth Management sold out of United Rentals (URI) in Q1 2026, closing a stake of 322 shares — an estimated $261K sold.

BAM Wealth Management first reported a position in URI in Q3 2025 and held it in 2 quarters. The position peaked at $306K in Q3 2025. 1,454 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • BAM Wealth Management reported no remaining United Rentals position as of Q1 2026 after selling out during the quarter.
  • BAM Wealth Management sold 322 United Rentals shares in Q1 2026, an estimated $261K.
  • BAM Wealth Management first reported a position in United Rentals in Q3 2025 and held it in 2 quarters.
  • BAM Wealth Management's United Rentals position peaked at $306K in Q3 2025.
  • 1,454 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on BAM Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.