GGM Wealth Advisors’s United Rentals URI Stock Holding History

GGM Wealth Advisors’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
2025 Q1	$308K	Hold	490	–	–	0.17%	99
2024 Q4	$345K	Hold	490	–	–	0.18%	97
2024 Q3	$397K	Hold	490	–	–	0.17%	89
2024 Q2	$317K	Sell	490 -330	-40%	-$219K	0.14%	104
2024 Q1	$571K	Sell	820 -3,300	-80%	-$2.12M	0.27%	66
2023 Q4	$2.6M	Hold	4,120	–	–	1.07%	23
2023 Q3	$1.83M	Hold	4,120	–	–	0.79%	30
2023 Q2	$1.88M	Buy	+4,120	New	+$1.53M	0.76%	28
2023 Q1	–	Sell	-4,120	Closed	-$1.55M	–	125
2022 Q4	$1.55M	Hold	4,120	–	–	0.8%	31
2022 Q3	$1.22M	Hold	4,120	–	–	0.66%	32
2022 Q2	$1.03M	Hold	4,120	–	–	0.58%	39
2022 Q1	$1.45M	Buy	+4,120	New	+$1.35M	0.73%	32

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

GGM Wealth Advisors's URI Position: Q1 2025 in Review

GGM Wealth Advisors held its United Rentals (URI) position steady in Q1 2025 at 490 shares worth $308K. The position accounts for 0.17% of the portfolio, ranked #99.

GGM Wealth Advisors first reported a position in URI in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.6M in Q4 2023. 1,300 funds tracked by Wall St. Rank hold URI as of Q1 2025.

GGM Wealth Advisors held 490 shares of United Rentals worth $308K as of Q1 2025.
GGM Wealth Advisors left its United Rentals share count unchanged in Q1 2025.
United Rentals made up 0.17% of GGM Wealth Advisors's portfolio in Q1 2025, its #99 holding.
GGM Wealth Advisors first reported a position in United Rentals in Q1 2022 and has held it in 12 quarters since.
GGM Wealth Advisors's United Rentals position peaked at $2.6M in Q4 2023.
1,300 funds tracked by Wall St. Rank held United Rentals as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.