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Greenline Wealth Management’s United Rentals URI Stock Holding History

Greenline 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
Q2 		$237K Buy
+209
New +$199K 0.2% 105
2026
Q1 		– Sell
-148
Closed -$120K – 496
2025
Q4 		$120K Buy
+148
New +$128K 0.12% 121

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Greenline Wealth Management's URI Position: Q2 2026 in Review

Greenline Wealth Management opened a new position in United Rentals (URI) in Q2 2026: 209 shares worth $237K. The stake represents 0.2% of the portfolio and ranks #105 among its holdings. This is a return to the name: Greenline Wealth Management previously reported a position in URI as recently as Q4 2025.

Greenline Wealth Management first reported a position in URI in Q4 2025 and has held it in 2 quarters since. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Greenline Wealth Management held 209 shares of United Rentals worth $237K as of Q2 2026.
  • United Rentals was a new Greenline Wealth Management position in Q2 2026.
  • United Rentals made up 0.2% of Greenline Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Greenline Wealth Management first reported a position in United Rentals in Q4 2025 and has held it in 2 quarters since.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Greenline Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.