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Newbridge Financial Services Group’s United Rentals URI Stock Holding History

Newbridge Financial Services 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
2026
Q1 		$53.4K Hold
73
– – 0.01% 411
2025
Q4 		$59.2K Buy
73
+48
+192% +$41.7K 0.01% 399
2025
Q3 		$23.9K Buy
+25
New +$22.3K ﹤0.01% 700
2022
Q2 		– Sell
-1
Closed – – 1530
2022
Q1 		$0 Buy
+1
New +$327 ﹤0.01% 1571

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VPM
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Morgan Stanley
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Newbridge Financial Services Group's URI Position: Q1 2026 in Review

Newbridge Financial Services Group held its United Rentals (URI) position steady in Q1 2026 at 73 shares worth $53.4K. The position accounts for 0.01% of the portfolio, ranked #411.

Newbridge Financial Services Group first reported a position in URI in Q1 2022 and has held it in 4 quarters since. The position peaked at $59.2K in Q4 2025. 1,454 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Newbridge Financial Services Group held 73 shares of United Rentals worth $53.4K as of Q1 2026.
  • Newbridge Financial Services Group left its United Rentals share count unchanged in Q1 2026.
  • United Rentals made up 0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #411 holding.
  • Newbridge Financial Services Group first reported a position in United Rentals in Q1 2022 and has held it in 4 quarters since.
  • Newbridge Financial Services Group's United Rentals position peaked at $59.2K in Q4 2025.
  • 1,454 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.