Global Financial Private Client’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-8
Closed -$5.01K 1523
2025
Q1
$5.01K Buy
8
+5
+167% +$3.44K ﹤0.01% 682
2024
Q4
$2.11K Buy
+3
New +$2.44K ﹤0.01% 721

Other funds holding URI

Global Financial Private Client's URI Position: Q2 2025 in Review

Global Financial Private Client sold out of United Rentals (URI) in Q2 2025, closing a stake of 8 shares — an estimated $5.01K sold.

Global Financial Private Client first reported a position in URI in Q4 2024 and held it in 2 quarters. The position peaked at $5.01K in Q1 2025. 1,347 funds tracked by Wall St. Rank hold URI as of Q2 2025.

  • Global Financial Private Client reported no remaining United Rentals position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 8 United Rentals shares in Q2 2025, an estimated $5.01K.
  • Global Financial Private Client first reported a position in United Rentals in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's United Rentals position peaked at $5.01K in Q1 2025.
  • 1,347 funds tracked by Wall St. Rank held United Rentals as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.