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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s United Rentals URI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$781K Sell
689
-178
-21% -$169K 0.21% 75
2026
Q1 		$632K Sell
867
-33
-4% -$27.7K 0.19% 84
2025
Q4 		$728K Buy
+900
New +$781K 0.22% 72

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PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s URI Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its United Rentals (URI) stake by 21% in Q2 2026, selling an estimated $169K and leaving 689 shares worth $781K. The position accounts for 0.21% of the portfolio, ranked #75.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in URI in Q4 2025 and has held it in 3 quarters since. 935 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 689 shares of United Rentals worth $781K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 178 United Rentals shares in Q2 2026, an estimated $169K.
  • United Rentals made up 0.21% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #75 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in United Rentals in Q4 2025 and has held it in 3 quarters since.
  • 935 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.