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Evolve Private Wealth’s United Rentals URI Stock Holding History

Evolve 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
2026
Q2 		$396K Sell
349
-352
-50% -$335K 0.02% 608
2026
Q1 		$511K Buy
701
+166
+31% +$139K 0.03% 570
2025
Q4 		$433K Buy
+535
New +$464K 0.03% 585

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Capital Research Global Investors
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Franklin Resources
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Geode Capital Management
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Evolve Private Wealth's URI Position: Q2 2026 in Review

Evolve Private Wealth reduced its United Rentals (URI) stake by 50% in Q2 2026, selling an estimated $335K and leaving 349 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #608.

Evolve Private Wealth first reported a position in URI in Q4 2025 and has held it in 3 quarters since. The position peaked at $511K in Q1 2026. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Evolve Private Wealth held 349 shares of United Rentals worth $396K as of Q2 2026.
  • Evolve Private Wealth sold 352 United Rentals shares in Q2 2026, an estimated $335K.
  • United Rentals made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #608 holding.
  • Evolve Private Wealth first reported a position in United Rentals in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's United Rentals position peaked at $511K in Q1 2026.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.