HHM Wealth 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
$64.6K Hold
57
0.01% 351
2026
Q1
$41.5K Hold
57
﹤0.01% 391
2025
Q4
$46.1K Hold
57
0.01% 375
2025
Q3
$54.4K Hold
57
0.01% 364
2025
Q2
$42.9K Hold
57
0.01% 396
2025
Q1
$35.7K Sell
57
-2
-3% -$1.38K ﹤0.01% 409
2024
Q4
$41.6K Buy
59
+2
+4% +$1.63K 0.01% 391
2024
Q3
$46.2K Hold
57
0.01% 355
2024
Q2
$36.9K Buy
57
+42
+280% +$27.9K 0.01% 376
2024
Q1
$10.8K Hold
15
﹤0.01% 505
2023
Q4
$8.6K Buy
+15
New +$7.08K ﹤0.01% 540
2022
Q3
Sell
-25
Closed -$6K 811
2022
Q2
$6K Sell
25
-180
-88% -$53K ﹤0.01% 626
2022
Q1
$73K Buy
+205
New +$66.9K 0.02% 252

Other funds holding URI

HHM Wealth Advisors's URI Position: Q2 2026 in Review

HHM Wealth Advisors held its United Rentals (URI) position steady in Q2 2026 at 57 shares worth $64.6K. The position accounts for 0.01% of the portfolio, ranked #351.

HHM Wealth Advisors first reported a position in URI in Q1 2022 and has held it in 13 quarters since. The position peaked at $73K in Q1 2022. 499 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • HHM Wealth Advisors held 57 shares of United Rentals worth $64.6K as of Q2 2026.
  • HHM Wealth Advisors left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #351 holding.
  • HHM Wealth Advisors first reported a position in United Rentals in Q1 2022 and has held it in 13 quarters since.
  • HHM Wealth Advisors's United Rentals position peaked at $73K in Q1 2022.
  • 499 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.