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Leeward Financial Partners’s United Rentals URI Stock Holding History

Leeward Financial Partners’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 		$287K Buy
+253
New +$241K 0.08% 93
2026
Q1 		– Sell
-255
Closed -$206K – 100
2025
Q4 		$206K Buy
255
+3
+1% +$2.6K 0.06% 96
2025
Q3 		$241K Buy
+252
New +$225K 0.07% 95
2025
Q1 		– Sell
-287
Closed -$202K – 97
2024
Q4 		$202K Hold
287
– – 0.07% 92
2024
Q3 		$232K Buy
+287
New +$206K 0.09% 80

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Leeward Financial Partners's URI Position: Q2 2026 in Review

Leeward Financial Partners opened a new position in United Rentals (URI) in Q2 2026: 253 shares worth $287K. The stake represents 0.08% of the portfolio and ranks #93 among its holdings. This is a return to the name: Leeward Financial Partners previously reported a position in URI as recently as Q4 2025.

Leeward Financial Partners first reported a position in URI in Q3 2024 and has held it in 5 quarters since. 1,576 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Leeward Financial Partners held 253 shares of United Rentals worth $287K as of Q2 2026.
  • United Rentals was a new Leeward Financial Partners position in Q2 2026.
  • United Rentals made up 0.08% of Leeward Financial Partners's portfolio in Q2 2026, its #93 holding.
  • Leeward Financial Partners first reported a position in United Rentals in Q3 2024 and has held it in 5 quarters since.
  • 1,576 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.