Halbert Hargrove Global Advisors’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$760 Buy
+1
New +$951 ﹤0.01% 475
2025
Q4
Sell
-11
Closed -$10.5K 724
2025
Q3
$10.5K Buy
+11
New +$9.8K ﹤0.01% 328
2025
Q2
Sell
-4
Closed -$2.62K 632
2025
Q1
$2.62K Buy
+4
New +$2.75K ﹤0.01% 375

Other funds holding URI

Halbert Hargrove Global Advisors's URI Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in United Rentals (URI) in Q2 2026: 1 share worth $760. The stake represents ﹤0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in URI as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in URI in Q1 2025 and has held it in 3 quarters since. The position peaked at $10.5K in Q3 2025. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Halbert Hargrove Global Advisors held 1 share of United Rentals worth $760 as of Q2 2026.
  • United Rentals was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • United Rentals made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #475 holding.
  • Halbert Hargrove Global Advisors first reported a position in United Rentals in Q1 2025 and has held it in 3 quarters since.
  • Halbert Hargrove Global Advisors's United Rentals position peaked at $10.5K in Q3 2025.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.