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Napa Wealth Management’s United Rentals URI Stock Holding History

Napa 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
Q3 		$347K Buy
364
+1
+0.3% +$891 0.16% 115
2025
Q2 		$274K Buy
363
+1
+0.3% +$669 0.13% 119
2025
Q1 		$227K Buy
362
+1
+0.3% +$687 0.13% 151
2024
Q4 		$254K Buy
361
+53
+17% +$43.1K 0.11% 155
2024
Q3 		$250K Buy
+308
New +$222K 0.12% 147
2024
Q2 		– Sell
-307
Closed -$221K – 130
2024
Q1 		$221K Buy
+307
New +$197K 0.12% 65

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Napa Wealth Management's URI Position: Q3 2025 in Review

Napa Wealth Management increased its United Rentals (URI) stake by 0.28% in Q3 2025, buying an estimated $891 and bringing the position to 364 shares worth $347K. The position accounts for 0.16% of the portfolio, ranked #115.

Napa Wealth Management first reported a position in URI in Q1 2024 and has held it in 6 quarters since. 1,451 funds tracked by Wall St. Rank hold URI as of Q3 2025.

  • Napa Wealth Management held 364 shares of United Rentals worth $347K as of Q3 2025.
  • Napa Wealth Management bought 1 United Rentals share in Q3 2025, an estimated $891.
  • United Rentals made up 0.16% of Napa Wealth Management's portfolio in Q3 2025, its #115 holding.
  • Napa Wealth Management first reported a position in United Rentals in Q1 2024 and has held it in 6 quarters since.
  • 1,451 funds tracked by Wall St. Rank held United Rentals as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.