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Litman Gregory Wealth Management’s United Rentals URI Stock Holding History

Litman Gregory 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
2025
Q4 		$4.89M Buy
6,042
+14
+0.2% +$12.2K 0.36% 48
2025
Q3 		$5.75M Sell
6,028
-52
-0.9% -$46.3K 0.43% 45
2025
Q2 		$4.58M Buy
6,080
+136
+2% +$91K 0.36% 48
2025
Q1 		$3.73M Buy
+5,944
New +$4.09M 0.32% 49

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Litman Gregory Wealth Management's URI Position: Q4 2025 in Review

Litman Gregory Wealth Management increased its United Rentals (URI) stake by 0.23% in Q4 2025, buying an estimated $12.2K and bringing the position to 6,042 shares worth $4.89M. The position accounts for 0.36% of the portfolio, ranked #48.

Litman Gregory Wealth Management first reported a position in URI in Q1 2025 and has held it in 4 quarters since. The position peaked at $5.75M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold URI as of Q4 2025.

  • Litman Gregory Wealth Management held 6,042 shares of United Rentals worth $4.89M as of Q4 2025.
  • Litman Gregory Wealth Management bought 14 United Rentals shares in Q4 2025, an estimated $12.2K.
  • United Rentals made up 0.36% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #48 holding.
  • Litman Gregory Wealth Management first reported a position in United Rentals in Q1 2025 and has held it in 4 quarters since.
  • Litman Gregory Wealth Management's United Rentals position peaked at $5.75M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.