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Bernardo Wealth Planning’s United Rentals URI Stock Holding History

Bernardo Wealth Planning’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
2025
Q2 		– Sell
-327
Closed -$205K – 126
2025
Q1 		$205K Buy
327
+5
+2% +$3.44K 0.05% 110
2024
Q4 		$216K Buy
+322
New +$262K 0.05% 103

Other funds holding URI

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bernardo Wealth Planning's URI Position: Q2 2025 in Review

Bernardo Wealth Planning sold out of United Rentals (URI) in Q2 2025, closing a stake of 327 shares — an estimated $205K sold.

Bernardo Wealth Planning first reported a position in URI in Q4 2024 and held it in 2 quarters. The position peaked at $216K in Q4 2024. 1,347 funds tracked by Wall St. Rank hold URI as of Q2 2025.

  • Bernardo Wealth Planning reported no remaining United Rentals position as of Q2 2025 after selling out during the quarter.
  • Bernardo Wealth Planning sold 327 United Rentals shares in Q2 2025, an estimated $205K.
  • Bernardo Wealth Planning first reported a position in United Rentals in Q4 2024 and held it in 2 quarters.
  • Bernardo Wealth Planning's United Rentals position peaked at $216K in Q4 2024.
  • 1,347 funds tracked by Wall St. Rank held United Rentals as of Q2 2025.

Based on Bernardo Wealth Planning's 13F filing for Q2 2025, filed 13 Aug 2025.