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Modera Wealth Management’s United Rentals URI Stock Holding History

Modera 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 		$1.34M Hold
1,187
– – 0.01% 306
2026
Q1 		$865K Sell
1,187
-52
-4% -$43.7K 0.01% 344
2025
Q4 		$1M Buy
1,239
+16
+1% +$13.9K 0.01% 336
2025
Q3 		$1.17M Sell
1,223
-5
-0.4% -$4.46K 0.01% 320
2025
Q2 		$925K Sell
1,228
-1
-0.1% -$669 0.01% 343
2025
Q1 		$770K Sell
1,229
-31
-2% -$21.3K 0.01% 356
2024
Q4 		$887K Buy
1,260
+36
+3% +$29.3K 0.01% 349
2024
Q3 		$991K Buy
1,224
+268
+28% +$193K 0.01% 311
2024
Q2 		$618K Buy
956
+5
+0.5% +$3.32K 0.01% 360
2024
Q1 		$686K Buy
951
+10
+1% +$6.42K 0.01% 355
2023
Q4 		$540K Sell
941
-11
-1% -$5.19K 0.01% 366
2023
Q3 		$423K Buy
952
+10
+1% +$4.58K 0.01% 386
2023
Q2 		$420K Buy
+942
New +$349K 0.01% 406
2022
Q1 		– Sell
-1,443
Closed -$479K – 584
2021
Q4 		$479K Buy
+1,443
New +$514K 0.02% 289

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Modera Wealth Management's URI Position: Q2 2026 in Review

Modera Wealth Management held its United Rentals (URI) position steady in Q2 2026 at 1,187 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #306.

Modera Wealth Management first reported a position in URI in Q4 2021 and has held it in 14 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Modera Wealth Management held 1,187 shares of United Rentals worth $1.34M as of Q2 2026.
  • Modera Wealth Management left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #306 holding.
  • Modera Wealth Management first reported a position in United Rentals in Q4 2021 and has held it in 14 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.