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Burkett Financial Services’s United Rentals URI Stock Holding History

Burkett Financial Services’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
Q3 		$165K Buy
164
+20
+14% +$21.3K 0.05% 63
2026
Q2 		$163K Buy
144
+1
+0.7% +$951 0.05% 55
2026
Q1 		$105K Hold
143
– – 0.04% 71
2025
Q4 		$116K Hold
143
– – 0.04% 66
2025
Q3 		$137K Hold
143
– – 0.05% 63
2025
Q2 		$108K Hold
143
– – 0.04% 66
2025
Q1 		$89.3K Buy
143
+1
+0.7% +$687 0.04% 69
2024
Q4 		$100K Buy
+142
New +$115K 0.04% 63

Other funds holding URI

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Burkett Financial Services's URI Position: Q3 2026 in Review

Burkett Financial Services increased its United Rentals (URI) stake by 14% in Q3 2026, buying an estimated $21.3K and bringing the position to 164 shares worth $165K. The position accounts for 0.05% of the portfolio, ranked #63.

Burkett Financial Services first reported a position in URI in Q4 2024 and has held it in 8 quarters since. 11 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Burkett Financial Services held 164 shares of United Rentals worth $165K as of Q3 2026.
  • Burkett Financial Services bought 20 United Rentals shares in Q3 2026, an estimated $21.3K.
  • United Rentals made up 0.05% of Burkett Financial Services's portfolio in Q3 2026, its #63 holding.
  • Burkett Financial Services first reported a position in United Rentals in Q4 2024 and has held it in 8 quarters since.
  • 11 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.