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Meridian Wealth Management’s United Rentals URI Stock Holding History

Meridian 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 		$1.42M Sell
1,257
-47
-4% -$44.7K 0.04% 320
2026
Q1 		$950K Buy
1,304
+1
+0.1% +$840 0.03% 368
2025
Q4 		$1.05M Buy
1,303
+362
+38% +$314K 0.04% 338
2025
Q3 		$899K Buy
941
+174
+23% +$155K 0.03% 347
2025
Q2 		$578K Buy
767
+285
+59% +$191K 0.02% 413
2025
Q1 		$302K Buy
+482
New +$331K 0.01% 519
2019
Q1 		– Sell
-3,197
Closed -$328K – 214
2018
Q4 		$328K Buy
+3,197
New +$385K 0.19% 102

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Geode Capital Management
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
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Meridian Wealth Management's URI Position: Q2 2026 in Review

Meridian Wealth Management reduced its United Rentals (URI) stake by 3.6% in Q2 2026, selling an estimated $44.7K and leaving 1,257 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #320.

Meridian Wealth Management first reported a position in URI in Q4 2018 and has held it in 7 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Meridian Wealth Management held 1,257 shares of United Rentals worth $1.42M as of Q2 2026.
  • Meridian Wealth Management sold 47 United Rentals shares in Q2 2026, an estimated $44.7K.
  • United Rentals made up 0.04% of Meridian Wealth Management's portfolio in Q2 2026, its #320 holding.
  • Meridian Wealth Management first reported a position in United Rentals in Q4 2018 and has held it in 7 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.