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Navigoe Wealth Management’s United Rentals URI Stock Holding History

Navigoe 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 		$3K Buy
+3
New +$2.85K ﹤0.01% 197
2025
Q3 		– Sell
-3
Closed -$2K – 285
2025
Q2 		$2K Hold
3
– – ﹤0.01% 148
2025
Q1 		$1K Hold
3
– – ﹤0.01% 157
2024
Q4 		$2K Buy
+3
New +$2.44K ﹤0.01% 145

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

Navigoe Wealth Management opened a new position in United Rentals (URI) in Q2 2026: 3 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #197 among its holdings. This is a return to the name: Navigoe Wealth Management previously reported a position in URI as recently as Q2 2025.

Navigoe Wealth Management first reported a position in URI in Q4 2024 and has held it in 4 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Navigoe Wealth Management held 3 shares of United Rentals worth $3K as of Q2 2026.
  • United Rentals was a new Navigoe Wealth Management position in Q2 2026.
  • United Rentals made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #197 holding.
  • Navigoe Wealth Management first reported a position in United Rentals in Q4 2024 and has held it in 4 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.