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Evelyn Partners Investment Management’s United Rentals URI Stock Holding History

Evelyn Partners Investment 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
2026
Q1 		– Sell
-25
Closed -$20.2K – 425
2025
Q4 		$20.2K Hold
25
– – ﹤0.01% 335
2025
Q3 		$23.9K Hold
25
– – ﹤0.01% 322
2025
Q2 		$18.8K Buy
+25
New +$16.7K ﹤0.01% 338

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Evelyn Partners Investment Management's URI Position: Q1 2026 in Review

Evelyn Partners Investment Management sold out of United Rentals (URI) in Q1 2026, closing a stake of 25 shares — an estimated $20.2K sold.

Evelyn Partners Investment Management first reported a position in URI in Q2 2025 and held it in 3 quarters. The position peaked at $23.9K in Q3 2025. 1,454 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Evelyn Partners Investment Management reported no remaining United Rentals position as of Q1 2026 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 25 United Rentals shares in Q1 2026, an estimated $20.2K.
  • Evelyn Partners Investment Management first reported a position in United Rentals in Q2 2025 and held it in 3 quarters.
  • Evelyn Partners Investment Management's United Rentals position peaked at $23.9K in Q3 2025.
  • 1,454 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.