Elevation Wealth Partners’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Other funds holding URI

Elevation Wealth Partners's URI Position: Q2 2026 in Review

Elevation Wealth Partners increased its United Rentals (URI) stake by 100% in Q2 2026, buying an estimated $951 and bringing the position to 2 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Elevation Wealth Partners first reported a position in URI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.86K in Q3 2025. 455 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Elevation Wealth Partners held 2 shares of United Rentals worth $2.27K as of Q2 2026.
  • Elevation Wealth Partners bought 1 United Rentals share in Q2 2026, an estimated $951.
  • United Rentals made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1185 holding.
  • Elevation Wealth Partners first reported a position in United Rentals in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's United Rentals position peaked at $2.86K in Q3 2025.
  • 455 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.