Cherry Tree Wealth Management’s United Rentals URI Stock Holding History

Cherry Tree 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 Q2	–	Sell	-21	Closed	-$13.2K	–	754
2025 Q1	$13.2K	Sell	21 -3	-13%	-$2.06K	﹤0.01%	391
2024 Q4	$17.2K	Buy	24 +3	+14%	+$2.44K	﹤0.01%	359
2024 Q3	$17K	Hold	21	–	–	﹤0.01%	363
2024 Q2	$13.6K	Buy	+21	New	+$14K	﹤0.01%	364

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cherry Tree Wealth Management's URI Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of United Rentals (URI) in Q2 2025, closing a stake of 21 shares — an estimated $13.2K sold.

Cherry Tree Wealth Management first reported a position in URI in Q2 2024 and held it in 4 quarters. The position peaked at $17.2K in Q4 2024. 1,347 funds tracked by Wall St. Rank hold URI as of Q2 2025.

Cherry Tree Wealth Management reported no remaining United Rentals position as of Q2 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 21 United Rentals shares in Q2 2025, an estimated $13.2K.
Cherry Tree Wealth Management first reported a position in United Rentals in Q2 2024 and held it in 4 quarters.
Cherry Tree Wealth Management's United Rentals position peaked at $17.2K in Q4 2024.
1,347 funds tracked by Wall St. Rank held United Rentals as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.