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BSW Wealth Partners’s United Rentals URI Stock Holding History

BSW 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
2026
Q2 		$314K Sell
277
-16
-5% -$15.2K 0.03% 248
2026
Q1 		$213K Sell
293
-35
-11% -$29.4K 0.03% 295
2025
Q4 		$265K Sell
328
-7
-2% -$6.08K 0.03% 267
2025
Q3 		$320K Sell
335
-190
-36% -$169K 0.04% 242
2025
Q2 		$396K Sell
525
-12
-2% -$8.03K 0.05% 197
2025
Q1 		$337K Sell
537
-25
-4% -$17.2K 0.05% 216
2024
Q4 		$396K Buy
562
+19
+3% +$15.4K 0.06% 189
2024
Q3 		$440K Buy
543
+83
+18% +$59.7K 0.07% 175
2024
Q2 		$297K Sell
460
-1
-0.2% -$665 0.05% 208
2024
Q1 		$332K Sell
461
-24
-5% -$15.4K 0.06% 203
2023
Q4 		$278K Sell
485
-2
-0.4% -$943 0.06% 213
2023
Q3 		$217K Sell
487
-59
-11% -$27K 0.05% 220
2023
Q2 		$243K Sell
546
-47
-8% -$17.4K 0.05% 219
2023
Q1 		$235K Buy
593
+1
+0.2% +$420 0.05% 264
2022
Q4 		$210K Buy
+592
New +$195K 0.05% 274

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BSW Wealth Partners's URI Position: Q2 2026 in Review

BSW Wealth Partners reduced its United Rentals (URI) stake by 5.5% in Q2 2026, selling an estimated $15.2K and leaving 277 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #248.

BSW Wealth Partners first reported a position in URI in Q4 2022 and has held it in 15 quarters since. The position peaked at $440K in Q3 2024. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • BSW Wealth Partners held 277 shares of United Rentals worth $314K as of Q2 2026.
  • BSW Wealth Partners sold 16 United Rentals shares in Q2 2026, an estimated $15.2K.
  • United Rentals made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #248 holding.
  • BSW Wealth Partners first reported a position in United Rentals in Q4 2022 and has held it in 15 quarters since.
  • BSW Wealth Partners's United Rentals position peaked at $440K in Q3 2024.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.