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Opes Wealth Management’s United Rentals URI Stock Holding History

Opes 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
Q1 		– Sell
-255
Closed -$206K – 151
2025
Q4 		$206K Hold
255
– – 0.03% 142
2025
Q3 		$243K Buy
+255
New +$227K 0.04% 134
2024
Q4 		– Sell
-255
Closed -$206K – 145
2024
Q3 		$206K Buy
+255
New +$183K 0.04% 135

Other funds holding URI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Opes Wealth Management's URI Position: Q1 2026 in Review

Opes Wealth Management sold out of United Rentals (URI) in Q1 2026, closing a stake of 255 shares — an estimated $206K sold.

Opes Wealth Management first reported a position in URI in Q3 2024 and held it in 3 quarters. The position peaked at $243K in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Opes Wealth Management reported no remaining United Rentals position as of Q1 2026 after selling out during the quarter.
  • Opes Wealth Management sold 255 United Rentals shares in Q1 2026, an estimated $206K.
  • Opes Wealth Management first reported a position in United Rentals in Q3 2024 and held it in 3 quarters.
  • Opes Wealth Management's United Rentals position peaked at $243K in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.