Circle Wealth Management’s United Rentals URI Stock Holding History

Circle 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 Q4	–	Sell	-260	Closed	-$248K	–	251
2025 Q3	$248K	Buy	+260	New	+$232K	﹤0.01%	208
2024 Q4	–	Sell	-266	Closed	-$215K	–	225
2024 Q3	$215K	Buy	+266	New	+$191K	﹤0.01%	209
2024 Q2	–	Sell	-337	Closed	-$243K	–	234
2024 Q1	$243K	Buy	+337	New	+$216K	0.01%	183

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Norges Bank Oslo, Norway $1T AUM

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

Circle Wealth Management's URI Position: Q4 2025 in Review

Circle Wealth Management sold out of United Rentals (URI) in Q4 2025, closing a stake of 260 shares — an estimated $248K sold.

Circle Wealth Management first reported a position in URI in Q1 2024 and held it in 3 quarters. The position peaked at $248K in Q3 2025. 1,534 funds tracked by Wall St. Rank hold URI as of Q4 2025.

Circle Wealth Management reported no remaining United Rentals position as of Q4 2025 after selling out during the quarter.
Circle Wealth Management sold 260 United Rentals shares in Q4 2025, an estimated $248K.
Circle Wealth Management first reported a position in United Rentals in Q1 2024 and held it in 3 quarters.
Circle Wealth Management's United Rentals position peaked at $248K in Q3 2025.
1,534 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on Circle Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.