Carson Wealth (CWM LLC)’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.57M | Buy |
4,894
+132
| +3% | +$111K | 0.01% | 948 |
|
|
2025
Q4 | $3.85M | Buy |
4,762
+87
| +2% | +$75.5K | 0.01% | 878 |
|
|
2025
Q3 | $4.46M | Buy |
4,675
+230
| +5% | +$205K | 0.01% | 764 |
|
|
2025
Q2 | $3.35M | Sell |
4,445
-103
| -2% | -$68.9K | 0.01% | 728 |
|
|
2025
Q1 | $2.85M | Sell |
4,548
-26
| -0.6% | -$17.9K | 0.01% | 707 |
|
|
2024
Q4 | $3.22M | Buy |
4,574
+55
| +1% | +$44.7K | 0.01% | 594 |
|
|
2024
Q3 | $3.66M | Buy |
4,519
+48
| +1% | +$34.5K | 0.02% | 520 |
|
|
2024
Q2 | $2.89M | Sell |
4,471
-266
| -6% | -$177K | 0.01% | 543 |
|
|
2024
Q1 | $3.42M | Buy |
4,737
+159
| +3% | +$102K | 0.02% | 498 |
|
|
2023
Q4 | $2.63M | Sell |
4,578
-77
| -2% | -$36.3K | 0.01% | 527 |
|
|
2023
Q3 | $2.07M | Sell |
4,655
-124
| -3% | -$56.8K | 0.01% | 540 |
|
|
2023
Q2 | $2.13M | Sell |
4,779
-361
| -7% | -$134K | 0.01% | 504 |
|
|
2023
Q1 | $2.03M | Buy |
5,140
+2,748
| +115% | +$1.15M | 0.01% | 476 |
|
|
2022
Q4 | $850K | Sell |
2,392
-194
| -8% | -$63.7K | 0.01% | 663 |
|
|
2022
Q3 | $699K | Buy |
2,586
+217
| +9% | +$63.2K | 0.01% | 655 |
|
|
2022
Q2 | $575K | Sell |
2,369
-425
| -15% | -$125K | ﹤0.01% | 699 |
|
|
2022
Q1 | $992K | Buy |
2,794
+11
| +0.4% | +$3.59K | 0.01% | 560 |
|
|
2021
Q4 | $925K | Buy |
+2,783
| New | +$992K | 0.01% | 591 |
|
|
2021
Q2 | $308K | Hold |
966
| – | – | ﹤0.01% | 778 |
|
|
2021
Q1 | $308K | Hold |
966
| – | – | ﹤0.01% | 778 |
|
|
2020
Q4 | $308K | Hold |
966
| – | – | ﹤0.01% | 778 |
|
|
2020
Q3 | $308K | Hold |
966
| – | – | ﹤0.01% | 778 |
|
|
2020
Q2 | $308K | Hold |
966
| – | – | ﹤0.01% | 778 |
|
|
2020
Q1 | $308K | Hold |
966
| – | – | ﹤0.01% | 778 |
|
|
2019
Q4 | $308K | Hold |
966
| – | – | ﹤0.01% | 778 |
|
|
2019
Q3 | $308K | Hold |
966
| – | – | ﹤0.01% | 778 |
|
|
2019
Q2 | $308K | Hold |
966
| – | – | ﹤0.01% | 778 |
|
|
2019
Q1 | $308K | Buy |
966
+341
| +55% | +$42.1K | ﹤0.01% | 778 |
|
|
2018
Q4 | $64K | Buy |
625
+542
| +653% | +$65.3K | ﹤0.01% | 827 |
|
|
2018
Q3 | $14K | Buy |
83
+16
| +24% | +$2.49K | ﹤0.01% | 1061 |
|
|
2018
Q2 | $10K | Buy |
+67
| New | +$10.9K | ﹤0.01% | 1011 |
|
|
2014
Q1 | – | Sell |
-384
| Closed | -$30K | – | 469 |
|
|
2013
Q4 | $30K | Sell |
384
-16
| -4% | -$1.07K | ﹤0.01% | 327 |
|
|
2013
Q3 | $23K | Buy |
+400
| New | +$22.2K | 0.01% | 255 |
|
Other funds holding URI
VCM
VPM
Carson Wealth (CWM LLC)'s URI Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its United Rentals (URI) stake by 2.8% in Q1 2026, buying an estimated $111K and bringing the position to 4,894 shares worth $3.57M. The position accounts for 0.01% of the portfolio, ranked #948.
Carson Wealth (CWM LLC) first reported a position in URI in Q3 2013 and has held it in 33 quarters since. The position peaked at $4.46M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.
- Carson Wealth (CWM LLC) held 4,894 shares of United Rentals worth $3.57M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 132 United Rentals shares in Q1 2026, an estimated $111K.
- United Rentals made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #948 holding.
- Carson Wealth (CWM LLC) first reported a position in United Rentals in Q3 2013 and has held it in 33 quarters since.
- Carson Wealth (CWM LLC)'s United Rentals position peaked at $4.46M in Q3 2025.
- 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.