Institute for Wealth Management’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
Q1 | $5.95M | Sell |
8,172
-30
| -0.4% | -$25.2K | 0.63% | 26 |
|
|
2025
Q4 | $6.64M | Sell |
8,202
-40
| -0.5% | -$34.7K | 0.7% | 18 |
|
|
2025
Q3 | $7.87M | Sell |
8,242
-154
| -2% | -$137K | 0.82% | 13 |
|
|
2025
Q2 | $6.33M | Buy |
8,396
+5
| +0.1% | +$3.34K | 0.71% | 19 |
|
|
2025
Q1 | $5.26M | Buy |
8,391
+703
| +9% | +$483K | 0.67% | 27 |
|
|
2024
Q4 | $5.42M | Sell |
7,688
-220
| -3% | -$179K | 0.68% | 23 |
|
|
2024
Q3 | $6.4M | Sell |
7,908
-60
| -0.8% | -$43.2K | 0.81% | 14 |
|
|
2024
Q2 | $5.15M | Sell |
7,968
-116
| -1% | -$77.1K | 0.69% | 21 |
|
|
2024
Q1 | $5.83M | Buy |
8,084
+104
| +1% | +$66.7K | 0.75% | 15 |
|
|
2023
Q4 | $4.58M | Sell |
7,980
-69
| -0.9% | -$32.5K | 0.74% | 19 |
|
|
2023
Q3 | $3.58M | Sell |
8,049
-95
| -1% | -$43.5K | 0.65% | 27 |
|
|
2023
Q2 | $3.63M | Buy |
8,144
+48
| +0.6% | +$17.8K | 0.61% | 32 |
|
|
2023
Q1 | $3.2M | Sell |
8,096
-188
| -2% | -$79K | 0.61% | 33 |
|
|
2022
Q4 | $2.94M | Sell |
8,284
-13
| -0.2% | -$4.27K | 0.62% | 31 |
|
|
2022
Q3 | $2.24M | Buy |
8,297
+97
| +1% | +$28.2K | 0.5% | 43 |
|
|
2022
Q2 | $1.99M | Buy |
8,200
+211
| +3% | +$62.1K | 0.39% | 55 |
|
|
2022
Q1 | $2.84M | Sell |
7,989
-27
| -0.3% | -$8.82K | 0.46% | 47 |
|
|
2021
Q4 | $2.66M | Sell |
8,016
-2
| -0% | -$713 | 0.43% | 52 |
|
|
2021
Q3 | $2.81M | Sell |
8,018
-10
| -0.1% | -$3.36K | 0.49% | 43 |
|
|
2021
Q2 | $2.56M | Sell |
8,028
-98
| -1% | -$31.6K | 0.45% | 52 |
|
|
2021
Q1 | $2.68M | Sell |
8,126
-208
| -2% | -$58.9K | 0.51% | 44 |
|
|
2020
Q4 | $1.93M | Sell |
8,334
-433
| -5% | -$91.5K | 0.38% | 62 |
|
|
2020
Q3 | $1.53M | Sell |
8,767
-96
| -1% | -$16.1K | 0.35% | 73 |
|
|
2020
Q2 | $1.32M | Hold |
8,863
| – | – | 0.32% | 84 |
|
|
2020
Q1 | $912K | Sell |
8,863
-2,559
| -22% | -$339K | 0.28% | 95 |
|
|
2019
Q4 | $1.91M | Buy |
11,422
+10
| +0.1% | +$1.45K | 0.43% | 46 |
|
|
2019
Q3 | $1.42M | Buy |
11,412
+57
| +0.5% | +$6.91K | 0.36% | 68 |
|
|
2019
Q2 | $1.51M | Buy |
11,355
+498
| +5% | +$63.2K | 0.33% | 71 |
|
|
2019
Q1 | $1.24M | Buy |
+10,857
| New | +$1.34M | 0.27% | 100 |
|
|
2018
Q4 | – | Sell |
-11,787
| Closed | -$1.98M | – | 342 |
|
|
2018
Q3 | $1.98M | Buy |
11,787
+6
| +0.1% | +$934 | 0.67% | 40 |
|
|
2018
Q2 | $1.74M | Buy |
11,781
+157
| +1% | +$25.7K | 0.55% | 54 |
|
|
2018
Q1 | $1.75M | Buy |
11,624
+358
| +3% | +$63.6K | 0.52% | 56 |
|
|
2017
Q4 | $1.93M | Sell |
11,266
-167
| -1% | -$25.4K | 0.45% | 59 |
|
|
2017
Q3 | $1.58M | Buy |
11,433
+45
| +0.4% | +$5.38K | 0.52% | 58 |
|
|
2017
Q2 | $1.28M | Buy |
+11,388
| New | +$1.27M | 0.35% | 74 |
|
Other funds holding URI
VCM
VPM
Institute for Wealth Management's URI Position: Q1 2026 in Review
Institute for Wealth Management reduced its United Rentals (URI) stake by 0.37% in Q1 2026, selling an estimated $25.2K and leaving 8,172 shares worth $5.95M. The position accounts for 0.63% of the portfolio, ranked #26.
Institute for Wealth Management first reported a position in URI in Q2 2017 and has held it in 35 quarters since. The position peaked at $7.87M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.
- Institute for Wealth Management held 8,172 shares of United Rentals worth $5.95M as of Q1 2026.
- Institute for Wealth Management sold 30 United Rentals shares in Q1 2026, an estimated $25.2K.
- United Rentals made up 0.63% of Institute for Wealth Management's portfolio in Q1 2026, its #26 holding.
- Institute for Wealth Management first reported a position in United Rentals in Q2 2017 and has held it in 35 quarters since.
- Institute for Wealth Management's United Rentals position peaked at $7.87M in Q3 2025.
- 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.