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Independent Solutions Wealth Management’s United Rentals URI Stock Holding History

Independent Solutions 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
Q1 		– Sell
-2,859
Closed -$2.31M – 200
2025
Q4 		$2.31M Sell
2,859
-150
-5% -$130K 0.43% 79
2025
Q3 		$2.87M Buy
3,009
+77
+3% +$68.6K 0.51% 65
2025
Q2 		$2.21M Buy
2,932
+121
+4% +$80.9K 0.43% 77
2025
Q1 		$1.76M Buy
2,811
+57
+2% +$39.2K 0.39% 80
2024
Q4 		$1.94M Buy
2,754
+126
+5% +$102K 0.42% 75
2024
Q3 		$2.13M Sell
2,628
-64
-2% -$46K 0.48% 60
2024
Q2 		$1.74M Buy
+2,692
New +$1.79M 0.4% 75

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JP Morgan Chase
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
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Capital World Investors
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Morgan Stanley
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Independent Solutions Wealth Management's URI Position: Q1 2026 in Review

Independent Solutions Wealth Management sold out of United Rentals (URI) in Q1 2026, closing a stake of 2,859 shares — an estimated $2.31M sold.

Independent Solutions Wealth Management first reported a position in URI in Q2 2024 and held it in 7 quarters. The position peaked at $2.87M in Q3 2025. 1,462 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Independent Solutions Wealth Management reported no remaining United Rentals position as of Q1 2026 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 2,859 United Rentals shares in Q1 2026, an estimated $2.31M.
  • Independent Solutions Wealth Management first reported a position in United Rentals in Q2 2024 and held it in 7 quarters.
  • Independent Solutions Wealth Management's United Rentals position peaked at $2.87M in Q3 2025.
  • 1,462 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.