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Lake Hills Wealth Management’s United Rentals URI Stock Holding History

Lake Hills 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
-499
Closed -$404K – 77
2025
Q4 		$404K Buy
+499
New +$433K 0.21% 41

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Lake Hills Wealth Management's URI Position: Q1 2026 in Review

Lake Hills Wealth Management sold out of United Rentals (URI) in Q1 2026, closing a stake of 499 shares — an estimated $404K sold.

Lake Hills Wealth Management first reported a position in URI in Q4 2025 and held it in 1 quarter. The position peaked at $404K in Q4 2025. 1,457 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Lake Hills Wealth Management reported no remaining United Rentals position as of Q1 2026 after selling out during the quarter.
  • Lake Hills Wealth Management sold 499 United Rentals shares in Q1 2026, an estimated $404K.
  • Lake Hills Wealth Management first reported a position in United Rentals in Q4 2025 and held it in 1 quarter.
  • Lake Hills Wealth Management's United Rentals position peaked at $404K in Q4 2025.
  • 1,457 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Lake Hills Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.