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Gilpin Wealth Management’s United Rentals URI Stock Holding History

Gilpin 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
Q3 		$500K Hold
500
– – 0.34% 74
2026
Q2 		$566K Hold
500
– – 0.39% 75
2026
Q1 		$364K Hold
500
– – 0.29% 81
2025
Q4 		$405K Buy
+500
New +$434K 0.32% 76

Other funds holding URI

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

Gilpin Wealth Management's URI Position: Q3 2026 in Review

Gilpin Wealth Management held its United Rentals (URI) position steady in Q3 2026 at 500 shares worth $500K. The position accounts for 0.34% of the portfolio, ranked #74.

Gilpin Wealth Management first reported a position in URI in Q4 2025 and has held it in 4 quarters since. The position peaked at $566K in Q2 2026. 66 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Gilpin Wealth Management held 500 shares of United Rentals worth $500K as of Q3 2026.
  • Gilpin Wealth Management left its United Rentals share count unchanged in Q3 2026.
  • United Rentals made up 0.34% of Gilpin Wealth Management's portfolio in Q3 2026, its #74 holding.
  • Gilpin Wealth Management first reported a position in United Rentals in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's United Rentals position peaked at $566K in Q2 2026.
  • 66 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.