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Cerro Pacific Wealth Advisors’s United Rentals URI Stock Holding History

Cerro Pacific Wealth Advisors’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 		$255K Buy
+225
New +$214K 0.06% 146
2025
Q4 		– Sell
-215
Closed -$205K – 163
2025
Q3 		$205K Buy
+215
New +$192K 0.06% 155

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Cerro Pacific Wealth Advisors's URI Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors opened a new position in United Rentals (URI) in Q2 2026: 225 shares worth $255K. The stake represents 0.06% of the portfolio and ranks #146 among its holdings. This is a return to the name: Cerro Pacific Wealth Advisors previously reported a position in URI as recently as Q3 2025.

Cerro Pacific Wealth Advisors first reported a position in URI in Q3 2025 and has held it in 2 quarters since. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 225 shares of United Rentals worth $255K as of Q2 2026.
  • United Rentals was a new Cerro Pacific Wealth Advisors position in Q2 2026.
  • United Rentals made up 0.06% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #146 holding.
  • Cerro Pacific Wealth Advisors first reported a position in United Rentals in Q3 2025 and has held it in 2 quarters since.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.