Carolinas Wealth Consulting’s United Rentals URI Stock Holding History

Carolinas Wealth Consulting’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	-3	Closed	-$1.88K	–	887
2025 Q1	$1.88K	Sell	3 -3	-50%	-$2.06K	﹤0.01%	814
2024 Q4	$4.23K	Hold	6	–	–	﹤0.01%	670
2024 Q3	$4.86K	Buy	6 +1	+20%	+$719	﹤0.01%	667
2024 Q2	$3.23K	Hold	5	–	–	﹤0.01%	715
2024 Q1	$3.61K	Buy	5 +1	+25%	+$642	﹤0.01%	696
2023 Q4	$2.29K	Hold	4	–	–	﹤0.01%	724
2023 Q3	$1.63K	Hold	4	–	–	﹤0.01%	768
2023 Q2	$1.78K	Hold	4	–	–	﹤0.01%	829
2023 Q1	$1.58K	Sell	4 -51	-93%	-$21.4K	﹤0.01%	837
2022 Q4	$19.5K	Buy	55 +50	+1,000%	+$16.4K	﹤0.01%	500
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	864
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	869
2022 Q1	$2K	Sell	5 -200	-98%	-$65.3K	﹤0.01%	817
2021 Q4	$68K	Hold	205	–	–	0.01%	317
2021 Q3	$72K	Hold	205	–	–	0.02%	288
2021 Q2	$65K	Hold	205	–	–	0.01%	328
2021 Q1	$68K	Buy	205 +100	+95%	+$28.3K	0.02%	316
2020 Q4	$24K	Buy	105 +100	+2,000%	+$21.1K	0.01%	457
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	894
2020 Q2	$1K	Buy	+5	New	+$634	﹤0.01%	622

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Carolinas Wealth Consulting's URI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of United Rentals (URI) in Q2 2025, closing a stake of 3 shares — an estimated $1.88K sold.

Carolinas Wealth Consulting first reported a position in URI in Q2 2020 and held it in 20 quarters. The position peaked at $72K in Q3 2021. 1,347 funds tracked by Wall St. Rank hold URI as of Q2 2025.

Carolinas Wealth Consulting reported no remaining United Rentals position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 3 United Rentals shares in Q2 2025, an estimated $1.88K.
Carolinas Wealth Consulting first reported a position in United Rentals in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's United Rentals position peaked at $72K in Q3 2021.
1,347 funds tracked by Wall St. Rank held United Rentals as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.