GWSA
URI icon

Global Wealth Strategies & Associates’s United Rentals URI Stock Holding History

Global Wealth Strategies & Associates’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
Q4 		– Sell
-4
Closed -$3.82K – 597
2025
Q3 		$3.82K Hold
4
– – ﹤0.01% 354
2025
Q2 		$3.01K Hold
4
– – ﹤0.01% 290
2025
Q1 		$2.51K Hold
4
– – ﹤0.01% 372
2024
Q4 		$2.82K Hold
4
– – ﹤0.01% 304
2024
Q3 		$3.24K Buy
+4
New +$2.88K ﹤0.01% 270

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Wealth Strategies & Associates's URI Position: Q4 2025 in Review

Global Wealth Strategies & Associates sold out of United Rentals (URI) in Q4 2025, closing a stake of 4 shares — an estimated $3.82K sold.

Global Wealth Strategies & Associates first reported a position in URI in Q3 2024 and held it in 5 quarters. The position peaked at $3.82K in Q3 2025. 1,529 funds tracked by Wall St. Rank hold URI as of Q4 2025.

  • Global Wealth Strategies & Associates reported no remaining United Rentals position as of Q4 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 4 United Rentals shares in Q4 2025, an estimated $3.82K.
  • Global Wealth Strategies & Associates first reported a position in United Rentals in Q3 2024 and held it in 5 quarters.
  • Global Wealth Strategies & Associates's United Rentals position peaked at $3.82K in Q3 2025.
  • 1,529 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2025, filed 2 Jan 2026.