Elevation Wealth Partners
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Elevation Wealth Partners’s United Rentals URI Stock Holding History

Elevation 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
Q3 		$14K Buy
14
+12
+600% +$12.8K ﹤0.01% 779
2026
Q2 		$2.27K Buy
2
+1
+100% +$951 ﹤0.01% 1185
2026
Q1 		$729 Sell
1
-2
-67% -$1.68K ﹤0.01% 1023
2025
Q4 		$2.43K Hold
3
– – ﹤0.01% 764
2025
Q3 		$2.86K Buy
+3
New +$2.67K ﹤0.01% 583

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Elevation Wealth Partners's URI Position: Q3 2026 in Review

Elevation Wealth Partners increased its United Rentals (URI) stake by 600% in Q3 2026, buying an estimated $12.8K and bringing the position to 14 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Elevation Wealth Partners first reported a position in URI in Q3 2025 and has held it in 5 quarters since. 704 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Elevation Wealth Partners held 14 shares of United Rentals worth $14K as of Q3 2026.
  • Elevation Wealth Partners bought 12 United Rentals shares in Q3 2026, an estimated $12.8K.
  • United Rentals made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #779 holding.
  • Elevation Wealth Partners first reported a position in United Rentals in Q3 2025 and has held it in 5 quarters since.
  • 704 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.