EFG
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Everhart Financial Group’s United Rentals URI Stock Holding History

Everhart Financial Group’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
Q2 		$811K Buy
716
+4
+0.6% +$3.81K 0.05% 210
2026
Q1 		$519K Sell
712
-9
-1% -$7.56K 0.04% 267
2025
Q4 		$584K Buy
721
+2
+0.3% +$1.74K 0.05% 237
2025
Q3 		$686K Buy
719
+141
+24% +$126K 0.07% 207
2025
Q2 		$435K Buy
578
+27
+5% +$18.1K 0.05% 244
2025
Q1 		$345K Buy
551
+28
+5% +$19.2K 0.05% 265
2024
Q4 		$368K Buy
523
+3
+0.6% +$2.44K 0.08% 236
2024
Q3 		$421K Sell
520
-19
-4% -$13.7K 0.09% 216
2024
Q2 		$349K Sell
539
-13
-2% -$8.64K 0.09% 209
2024
Q1 		$398K Buy
552
+20
+4% +$12.8K 0.12% 181
2023
Q4 		$305K Hold
532
– – 0.11% 178
2023
Q3 		$237K Hold
532
– – 0.1% 183
2023
Q2 		$237K Buy
532
+3
+0.6% +$1.11K 0.1% 186
2023
Q1 		$209K Buy
+529
New +$222K 0.09% 194

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YIA
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