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KFA Private Wealth Group’s United Rentals URI Stock Holding History

KFA Private Wealth Group’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
Q3 		– Sell
-176
Closed -$200K – 161
2026
Q2 		$200K Buy
+176
New +$167K 0.05% 148

Other funds holding URI

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Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

KFA Private Wealth Group's URI Position: Q3 2026 in Review

KFA Private Wealth Group sold out of United Rentals (URI) in Q3 2026, closing a stake of 176 shares — an estimated $200K sold.

KFA Private Wealth Group first reported a position in URI in Q2 2026 and held it in 1 quarter. The position peaked at $200K in Q2 2026. 66 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • KFA Private Wealth Group reported no remaining United Rentals position as of Q3 2026 after selling out during the quarter.
  • KFA Private Wealth Group sold 176 United Rentals shares in Q3 2026, an estimated $200K.
  • KFA Private Wealth Group first reported a position in United Rentals in Q2 2026 and held it in 1 quarter.
  • KFA Private Wealth Group's United Rentals position peaked at $200K in Q2 2026.
  • 66 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.