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Lodestone Wealth Management’s United Rentals URI Stock Holding History

Lodestone 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 		$23.1K Hold
20
– – 0.01% 397
2026
Q1 		$14.9K Hold
20
– – 0.01% 454
2025
Q4 		$16.5K Buy
+20
New +$17.4K 0.01% 433

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Geode Capital Management
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Lodestone Wealth Management's URI Position: Q2 2026 in Review

Lodestone Wealth Management held its United Rentals (URI) position steady in Q2 2026 at 20 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #397.

Lodestone Wealth Management first reported a position in URI in Q4 2025 and has held it in 3 quarters since. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Lodestone Wealth Management held 20 shares of United Rentals worth $23.1K as of Q2 2026.
  • Lodestone Wealth Management left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #397 holding.
  • Lodestone Wealth Management first reported a position in United Rentals in Q4 2025 and has held it in 3 quarters since.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.