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Challenger Wealth Management’s United Rentals URI Stock Holding History

Challenger 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
2025
Q3 		– Sell
-350
Closed -$264K – 108
2025
Q2 		$264K Hold
350
– – 0.18% 85
2025
Q1 		$219K Buy
+350
New +$241K 0.17% 101

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Challenger Wealth Management's URI Position: Q3 2025 in Review

Challenger Wealth Management sold out of United Rentals (URI) in Q3 2025, closing a stake of 350 shares — an estimated $264K sold.

Challenger Wealth Management first reported a position in URI in Q1 2025 and held it in 2 quarters. The position peaked at $264K in Q2 2025. 1,450 funds tracked by Wall St. Rank hold URI as of Q3 2025.

  • Challenger Wealth Management reported no remaining United Rentals position as of Q3 2025 after selling out during the quarter.
  • Challenger Wealth Management sold 350 United Rentals shares in Q3 2025, an estimated $264K.
  • Challenger Wealth Management first reported a position in United Rentals in Q1 2025 and held it in 2 quarters.
  • Challenger Wealth Management's United Rentals position peaked at $264K in Q2 2025.
  • 1,450 funds tracked by Wall St. Rank held United Rentals as of Q3 2025.

Based on Challenger Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.