OneAscent Financial Services’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$211K Buy
+186
New +$177K 0.01% 575
2020
Q1
Sell
-1,563
Closed -$261K 190
2019
Q4
$261K Buy
+1,563
New +$227K 0.14% 125
2019
Q3
Sell
-1,934
Closed -$257K 182
2019
Q2
$257K Buy
+1,934
New +$245K 0.18% 142

Other funds holding URI

OneAscent Financial Services's URI Position: Q2 2026 in Review

OneAscent Financial Services opened a new position in United Rentals (URI) in Q2 2026: 186 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #575 among its holdings. This is a return to the name: OneAscent Financial Services previously reported a position in URI as recently as Q4 2019.

OneAscent Financial Services first reported a position in URI in Q2 2019 and has held it in 3 quarters since. The position peaked at $261K in Q4 2019. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • OneAscent Financial Services held 186 shares of United Rentals worth $211K as of Q2 2026.
  • United Rentals was a new OneAscent Financial Services position in Q2 2026.
  • United Rentals made up 0.01% of OneAscent Financial Services's portfolio in Q2 2026, its #575 holding.
  • OneAscent Financial Services first reported a position in United Rentals in Q2 2019 and has held it in 3 quarters since.
  • OneAscent Financial Services's United Rentals position peaked at $261K in Q4 2019.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.