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Cedar Cove Wealth Partners’s United Rentals URI Stock Holding History

Cedar Cove 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 		$686K Sell
606
-23
-4% -$21.9K 0.32% 46
2026
Q1 		$458K Sell
629
-48
-7% -$40.3K 0.24% 57
2025
Q4 		$548K Buy
+677
New +$588K 0.29% 50

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Cedar Cove Wealth Partners's URI Position: Q2 2026 in Review

Cedar Cove Wealth Partners reduced its United Rentals (URI) stake by 3.7% in Q2 2026, selling an estimated $21.9K and leaving 606 shares worth $686K. The position accounts for 0.32% of the portfolio, ranked #46.

Cedar Cove Wealth Partners first reported a position in URI in Q4 2025 and has held it in 3 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Cedar Cove Wealth Partners held 606 shares of United Rentals worth $686K as of Q2 2026.
  • Cedar Cove Wealth Partners sold 23 United Rentals shares in Q2 2026, an estimated $21.9K.
  • United Rentals made up 0.32% of Cedar Cove Wealth Partners's portfolio in Q2 2026, its #46 holding.
  • Cedar Cove Wealth Partners first reported a position in United Rentals in Q4 2025 and has held it in 3 quarters since.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Cedar Cove Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.