Opal Wealth Advisors’s United Rentals URI Stock Holding History

Opal Wealth Advisors’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 Q3	–	Sell	-418	Closed	-$474K	–	248
2026 Q2	$474K	Buy	418 +11	+3%	+$10.5K	0.1%	111
2026 Q1	$297K	Sell	407 -40	-9%	-$33.6K	0.07%	150
2025 Q4	$362K	Sell	447 -3	-0.7%	-$2.6K	0.09%	132
2025 Q3	$430K	Buy	450 +12	+3%	+$10.7K	0.12%	104
2025 Q2	$330K	Buy	438 +4	+0.9%	+$2.68K	0.09%	120
2025 Q1	$272K	Buy	434 +31	+8%	+$21.3K	0.08%	133
2024 Q4	$284K	Buy	403 +51	+14%	+$41.5K	0.09%	134
2024 Q3	$285K	Buy	352 +26	+8%	+$18.7K	0.09%	130
2024 Q2	$211K	Sell	326 -92	-22%	-$61.1K	0.07%	169
2024 Q1	$301K	Buy	+418	New	+$268K	0.1%	126

Other funds holding URI

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FVCM

F&V Capital Management Boca Raton, Florida $561M AUM 35.73% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Opal Wealth Advisors's URI Position: Q3 2026 in Review

Opal Wealth Advisors sold out of United Rentals (URI) in Q3 2026, closing a stake of 418 shares — an estimated $474K sold.

Opal Wealth Advisors first reported a position in URI in Q1 2024 and held it in 10 quarters. The position peaked at $474K in Q2 2026. 326 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Opal Wealth Advisors reported no remaining United Rentals position as of Q3 2026 after selling out during the quarter.
Opal Wealth Advisors sold 418 United Rentals shares in Q3 2026, an estimated $474K.
Opal Wealth Advisors first reported a position in United Rentals in Q1 2024 and held it in 10 quarters.
Opal Wealth Advisors's United Rentals position peaked at $474K in Q2 2026.
326 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.