Financial Network Wealth Management’s United Rentals URI Stock Holding History

Financial Network Wealth 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	$582K	Hold	800	–	–	0.18%	64
2025 Q4	$647K	Hold	800	–	–	0.2%	62
2025 Q3	$683K	Buy	+800	New	+$713K	0.21%	59
2025 Q1	$501K	Hold	800	–	–	0.18%	68
2024 Q4	$563K	Hold	800	–	–	0.2%	65
2024 Q3	$647K	Hold	800	–	–	0.23%	62
2024 Q2	$517K	Buy	+800	New	+$532K	0.2%	65
2024 Q1	–	Sell	-800	Closed	-$458K	–	96
2023 Q4	$458K	Hold	800	–	–	0.2%	64
2023 Q3	$349K	Hold	800	–	–	0.17%	66
2023 Q2	$356K	Hold	800	–	–	0.16%	69
2023 Q1	$317K	Hold	800	–	–	0.16%	79
2022 Q4	$284K	Hold	800	–	–	0.15%	78
2022 Q3	$216K	Buy	+800	New	+$233K	0.13%	83
2022 Q2	–	Sell	-800	Closed	-$284K	–	110
2022 Q1	$284K	Hold	800	–	–	0.15%	85
2021 Q4	$266K	Hold	800	–	–	0.13%	91
2021 Q3	$281K	Hold	800	–	–	0.16%	85
2021 Q2	$255K	Hold	800	–	–	0.15%	87
2021 Q1	$263K	Buy	+800	New	+$227K	0.17%	84

Other funds holding URI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Financial Network Wealth Management's URI Position: Q1 2026 in Review

Financial Network Wealth Management held its United Rentals (URI) position steady in Q1 2026 at 800 shares worth $582K. The position accounts for 0.18% of the portfolio, ranked #64.

Financial Network Wealth Management first reported a position in URI in Q1 2021 and has held it in 18 quarters since. The position peaked at $683K in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Financial Network Wealth Management held 800 shares of United Rentals worth $582K as of Q1 2026.
Financial Network Wealth Management left its United Rentals share count unchanged in Q1 2026.
United Rentals made up 0.18% of Financial Network Wealth Management's portfolio in Q1 2026, its #64 holding.
Financial Network Wealth Management first reported a position in United Rentals in Q1 2021 and has held it in 18 quarters since.
Financial Network Wealth Management's United Rentals position peaked at $683K in Q3 2025.
1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.