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Laurel Oak Wealth Management’s United Rentals URI Stock Holding History

Laurel Oak 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 		$365K Sell
322
-8
-2% -$7.61K 0.05% 249
2026
Q1 		$240K Sell
330
-8
-2% -$6.72K 0.04% 309
2025
Q4 		$274K Buy
+338
New +$293K 0.05% 282

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Laurel Oak Wealth Management's URI Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its United Rentals (URI) stake by 2.4% in Q2 2026, selling an estimated $7.61K and leaving 322 shares worth $365K. The position accounts for 0.05% of the portfolio, ranked #249.

Laurel Oak Wealth Management first reported a position in URI in Q4 2025 and has held it in 3 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Laurel Oak Wealth Management held 322 shares of United Rentals worth $365K as of Q2 2026.
  • Laurel Oak Wealth Management sold 8 United Rentals shares in Q2 2026, an estimated $7.61K.
  • United Rentals made up 0.05% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #249 holding.
  • Laurel Oak Wealth Management first reported a position in United Rentals in Q4 2025 and has held it in 3 quarters since.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.