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Fortem Financial Group’s United Rentals URI Stock Holding History

Fortem 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 		$491K Buy
433
+8
+2% +$7.61K 0.1% 127
2026
Q1 		$310K Hold
425
– – 0.08% 145
2025
Q4 		$344K Hold
425
– – 0.09% 136
2025
Q3 		$406K Hold
425
– – 0.12% 120
2025
Q2 		$320K Buy
+425
New +$284K 0.1% 129
2021
Q1 		– Sell
-245
Closed -$57K – 422
2020
Q4 		$57K Buy
+245
New +$51.8K 0.03% 232

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Fortem Financial Group's URI Position: Q2 2026 in Review

Fortem Financial Group increased its United Rentals (URI) stake by 1.9% in Q2 2026, buying an estimated $7.61K and bringing the position to 433 shares worth $491K. The position accounts for 0.1% of the portfolio, ranked #127.

Fortem Financial Group first reported a position in URI in Q4 2020 and has held it in 6 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Fortem Financial Group held 433 shares of United Rentals worth $491K as of Q2 2026.
  • Fortem Financial Group bought 8 United Rentals shares in Q2 2026, an estimated $7.61K.
  • United Rentals made up 0.1% of Fortem Financial Group's portfolio in Q2 2026, its #127 holding.
  • Fortem Financial Group first reported a position in United Rentals in Q4 2020 and has held it in 6 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.