Optimum Investment Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $215K | Hold |
225
| – | – | 0.09% | 181 |
|
|
2025
Q2 | $170K | Hold |
225
| – | – | 0.07% | 194 |
|
|
2025
Q1 | $141K | Hold |
225
| – | – | 0.07% | 203 |
|
|
2024
Q4 | $158K | Sell |
225
-10
| -4% | -$8.13K | 0.07% | 202 |
|
|
2024
Q3 | $190K | Sell |
235
-15
| -6% | -$10.8K | 0.08% | 195 |
|
|
2024
Q2 | $162K | Hold |
250
| – | – | 0.07% | 210 |
|
|
2024
Q1 | $180K | Hold |
250
| – | – | 0.08% | 194 |
|
|
2023
Q4 | $143K | Sell |
250
-75
| -23% | -$35.4K | 0.07% | 213 |
|
|
2023
Q3 | $144K | Hold |
325
| – | – | 0.07% | 213 |
|
|
2023
Q2 | $145K | Sell |
325
-100
| -24% | -$37.1K | 0.07% | 227 |
|
|
2023
Q1 | $168K | Buy |
425
+200
| +89% | +$84K | 0.09% | 203 |
|
|
2022
Q4 | $80K | Buy |
+225
| New | +$73.9K | 0.04% | 304 |
|
|
2022
Q2 | – | Sell |
-25
| Closed | -$9K | – | 900 |
|
|
2022
Q1 | $9K | Hold |
25
| – | – | ﹤0.01% | 668 |
|
|
2021
Q4 | $8K | Hold |
25
| – | – | ﹤0.01% | 700 |
|
|
2021
Q3 | $9K | Hold |
25
| – | – | ﹤0.01% | 695 |
|
|
2021
Q2 | $8K | Hold |
25
| – | – | ﹤0.01% | 782 |
|
|
2021
Q1 | $8K | Hold |
25
| – | – | ﹤0.01% | 793 |
|
|
2020
Q4 | $6K | Sell |
25
-125
| -83% | -$26.4K | ﹤0.01% | 774 |
|
|
2020
Q3 | $26K | Buy |
150
+75
| +100% | +$12.6K | 0.01% | 561 |
|
|
2020
Q2 | $11K | Hold |
75
| – | – | ﹤0.01% | 688 |
|
|
2020
Q1 | $8K | Hold |
75
| – | – | ﹤0.01% | 712 |
|
|
2019
Q4 | $13K | Hold |
75
| – | – | ﹤0.01% | 741 |
|
|
2019
Q3 | $9K | Sell |
75
-205
| -73% | -$24.9K | ﹤0.01% | 824 |
|
|
2019
Q2 | $37K | Hold |
280
| – | – | 0.01% | 567 |
|
|
2019
Q1 | $32K | Buy |
280
+5
| +2% | +$617 | 0.01% | 607 |
|
|
2018
Q4 | $28K | Sell |
275
-975
| -78% | -$117K | 0.01% | 587 |
|
|
2018
Q3 | $205K | Buy |
1,250
+50
| +4% | +$7.78K | 0.06% | 304 |
|
|
2018
Q2 | $177K | Buy |
1,200
+250
| +26% | +$40.8K | 0.05% | 311 |
|
|
2018
Q1 | $164K | Buy |
+950
| New | +$169K | 0.05% | 319 |
|
|
2015
Q4 | – | Sell |
-3,790
| Closed | -$228K | – | 291 |
|
|
2015
Q3 | $228K | Buy |
+3,790
| New | +$263K | 0.09% | 237 |
|
|
2015
Q1 | $512K | Buy |
5,615
+2,025
| +56% | +$182K | 0.16% | 155 |
|
|
2014
Q4 | $366K | Buy |
3,590
+2,740
| +322% | +$294K | 0.12% | 185 |
|
|
2014
Q3 | $94K | Hold |
850
| – | – | 0.03% | 356 |
|
|
2014
Q2 | $89K | Buy |
+850
| New | +$83.1K | 0.03% | 364 |
|
Other funds holding URI
Optimum Investment Advisors's URI Position: Q3 2025 in Review
Optimum Investment Advisors held its United Rentals (URI) position steady in Q3 2025 at 225 shares worth $215K. The position accounts for 0.09% of the portfolio, ranked #181.
Optimum Investment Advisors first reported a position in URI in Q2 2014 and has held it in 34 quarters since. The position peaked at $512K in Q1 2015. 1,451 funds tracked by Wall St. Rank hold URI as of Q3 2025.
- Optimum Investment Advisors held 225 shares of United Rentals worth $215K as of Q3 2025.
- Optimum Investment Advisors left its United Rentals share count unchanged in Q3 2025.
- United Rentals made up 0.09% of Optimum Investment Advisors's portfolio in Q3 2025, its #181 holding.
- Optimum Investment Advisors first reported a position in United Rentals in Q2 2014 and has held it in 34 quarters since.
- Optimum Investment Advisors's United Rentals position peaked at $512K in Q1 2015.
- 1,451 funds tracked by Wall St. Rank held United Rentals as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.