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Evergreen Private Wealth’s United Rentals URI Stock Holding History

Evergreen Private Wealth’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
-35
Closed -$33.4K – 219
2025
Q3 		$33.4K Hold
35
– – 0.01% 124
2025
Q2 		$26.4K Hold
35
– – 0.01% 133
2025
Q1 		$21.9K Hold
35
– – 0.01% 137
2024
Q4 		$24.7K Hold
35
– – 0.01% 139
2024
Q3 		$28.3K Hold
35
– – 0.01% 132
2024
Q2 		$22.6K Hold
35
– – 0.01% 143
2024
Q1 		$25.2K Hold
35
– – 0.01% 142
2023
Q4 		$20.1K Buy
+35
New +$16.5K 0.01% 148

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evergreen Private Wealth's URI Position: Q4 2025 in Review

Evergreen Private Wealth sold out of United Rentals (URI) in Q4 2025, closing a stake of 35 shares — an estimated $33.4K sold.

Evergreen Private Wealth first reported a position in URI in Q4 2023 and held it in 8 quarters. The position peaked at $33.4K in Q3 2025. 1,534 funds tracked by Wall St. Rank hold URI as of Q4 2025.

  • Evergreen Private Wealth reported no remaining United Rentals position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 35 United Rentals shares in Q4 2025, an estimated $33.4K.
  • Evergreen Private Wealth first reported a position in United Rentals in Q4 2023 and held it in 8 quarters.
  • Evergreen Private Wealth's United Rentals position peaked at $33.4K in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.