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NWAM LLC’s United Rentals URI Stock Holding History

NWAM LLC’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
-292
Closed -$290K – 675
2025
Q3 		$290K Sell
292
-3,385
-92% -$3.02M 0.02% 528
2025
Q2 		$3.24M Buy
+3,677
New +$2.46M 0.19% 133
2025
Q1 		– Sell
-4,141
Closed -$2.92M – 604
2024
Q4 		$2.92M Sell
4,141
-82
-2% -$66.7K 0.18% 125
2024
Q3 		$3.42M Buy
+4,223
New +$3.04M 0.21% 109
2024
Q1 		– Sell
-1,431
Closed -$820K – 608
2023
Q4 		$820K Sell
1,431
-3,625
-72% -$1.71M 0.07% 259
2023
Q3 		$2.25M Buy
5,056
+178
+4% +$81.5K 0.23% 99
2023
Q2 		$2.17M Buy
+4,878
New +$1.81M 0.18% 120
2021
Q4 		– Sell
-666
Closed -$234K – 533
2021
Q3 		$234K Buy
666
+35
+6% +$11.7K 0.02% 447
2021
Q2 		$201K Sell
631
-95
-13% -$30.7K 0.02% 452
2021
Q1 		$239K Sell
726
-2,505
-78% -$709K 0.02% 429
2020
Q4 		$749K Sell
3,231
-11,098
-77% -$2.34M 0.09% 214
2020
Q3 		$2.5M Buy
14,329
+2,977
+26% +$500K 0.41% 71
2020
Q2 		$1.69M Sell
11,352
-296
-3% -$37.6K 0.24% 101
2020
Q1 		$1.2K Buy
11,648
+9,517
+447% +$1.26M 0.03% 140
2019
Q4 		$355K Buy
+2,131
New +$310K 0.06% 268

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NWAM LLC's URI Position: Q4 2025 in Review

NWAM LLC sold out of United Rentals (URI) in Q4 2025, closing a stake of 292 shares — an estimated $290K sold.

NWAM LLC first reported a position in URI in Q4 2019 and held it in 15 quarters. The position peaked at $3.42M in Q3 2024. 1,529 funds tracked by Wall St. Rank hold URI as of Q4 2025.

  • NWAM LLC reported no remaining United Rentals position as of Q4 2025 after selling out during the quarter.
  • NWAM LLC sold 292 United Rentals shares in Q4 2025, an estimated $290K.
  • NWAM LLC first reported a position in United Rentals in Q4 2019 and held it in 15 quarters.
  • NWAM LLC's United Rentals position peaked at $3.42M in Q3 2024.
  • 1,529 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on NWAM LLC's 13F filing for Q4 2025, filed 4 Feb 2026.