Cassaday & Co Wealth Management
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Cassaday & Co Wealth Management’s United Rentals URI Stock Holding History

Cassaday & Co Wealth Management’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 		$215K Buy
215
+49
+30% +$52.3K ﹤0.01% 346
2026
Q2 		$188K Sell
166
-5
-3% -$4.76K ﹤0.01% 362
2026
Q1 		$125K Buy
+171
New +$144K ﹤0.01% 410
2025
Q3 		– Sell
-430
Closed -$324K – 351
2025
Q2 		$324K Buy
+430
New +$288K 0.01% 255

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Boston Partners
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Fidelity Investments
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UBS Group
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Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Cassaday & Co Wealth Management's URI Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its United Rentals (URI) stake by 30% in Q3 2026, buying an estimated $52.3K and bringing the position to 215 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Cassaday & Co Wealth Management first reported a position in URI in Q2 2025 and has held it in 4 quarters since. The position peaked at $324K in Q2 2025. 1,068 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Cassaday & Co Wealth Management held 215 shares of United Rentals worth $215K as of Q3 2026.
  • Cassaday & Co Wealth Management bought 49 United Rentals shares in Q3 2026, an estimated $52.3K.
  • United Rentals made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #346 holding.
  • Cassaday & Co Wealth Management first reported a position in United Rentals in Q2 2025 and has held it in 4 quarters since.
  • Cassaday & Co Wealth Management's United Rentals position peaked at $324K in Q2 2025.
  • 1,068 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.