BlueStem Wealth Partners’s United Rentals URI Stock Holding History

BlueStem Wealth Partners’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 Q4	–	Sell	-231	Closed	-$220K	–	135
2025 Q3	$220K	Sell	231 -46	-17%	-$41K	0.03%	117
2025 Q2	$208K	Buy	+277	New	+$185K	0.03%	115
2025 Q1	–	Sell	-290	Closed	-$205K	–	109
2024 Q4	$205K	Buy	+290	New	+$236K	0.03%	99

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlueStem Wealth Partners's URI Position: Q4 2025 in Review

BlueStem Wealth Partners sold out of United Rentals (URI) in Q4 2025, closing a stake of 231 shares — an estimated $220K sold.

BlueStem Wealth Partners first reported a position in URI in Q4 2024 and held it in 3 quarters. The position peaked at $220K in Q3 2025. 1,532 funds tracked by Wall St. Rank hold URI as of Q4 2025.

BlueStem Wealth Partners reported no remaining United Rentals position as of Q4 2025 after selling out during the quarter.
BlueStem Wealth Partners sold 231 United Rentals shares in Q4 2025, an estimated $220K.
BlueStem Wealth Partners first reported a position in United Rentals in Q4 2024 and held it in 3 quarters.
BlueStem Wealth Partners's United Rentals position peaked at $220K in Q3 2025.
1,532 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on BlueStem Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.