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Iams Wealth Management’s United Rentals URI Stock Holding History

Iams 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 		$270K Buy
+238
New +$226K 0.08% 166
2025
Q4 		– Sell
-238
Closed -$227K – 205
2025
Q3 		$227K Buy
+238
New +$212K 0.09% 173

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

Iams Wealth Management opened a new position in United Rentals (URI) in Q2 2026: 238 shares worth $270K. The stake represents 0.08% of the portfolio and ranks #166 among its holdings. This is a return to the name: Iams Wealth Management previously reported a position in URI as recently as Q3 2025.

Iams Wealth Management first reported a position in URI in Q3 2025 and has held it in 2 quarters since. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Iams Wealth Management held 238 shares of United Rentals worth $270K as of Q2 2026.
  • United Rentals was a new Iams Wealth Management position in Q2 2026.
  • United Rentals made up 0.08% of Iams Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Iams Wealth Management first reported a position in United Rentals in Q3 2025 and has held it in 2 quarters since.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.