National Wealth Management Group’s United Rentals URI Stock Holding History

National Wealth Management Group’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	–	Sell	-669	Closed	-$639K	–	285
2025 Q3	$639K	Buy	+669	New	+$596K	0.24%	97
2024 Q4	–	Sell	-945	Closed	-$765K	–	175
2024 Q3	$765K	Buy	+945	New	+$680K	0.52%	46

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

National Wealth Management Group's URI Position: Q4 2025 in Review

National Wealth Management Group sold out of United Rentals (URI) in Q4 2025, closing a stake of 669 shares — an estimated $639K sold.

National Wealth Management Group first reported a position in URI in Q3 2024 and held it in 2 quarters. The position peaked at $765K in Q3 2024. 1,534 funds tracked by Wall St. Rank hold URI as of Q4 2025.

National Wealth Management Group reported no remaining United Rentals position as of Q4 2025 after selling out during the quarter.
National Wealth Management Group sold 669 United Rentals shares in Q4 2025, an estimated $639K.
National Wealth Management Group first reported a position in United Rentals in Q3 2024 and held it in 2 quarters.
National Wealth Management Group's United Rentals position peaked at $765K in Q3 2024.
1,534 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on National Wealth Management Group's 13F filing for Q4 2025, filed 12 Jan 2026.