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Perfromance Wealth Partners’s United Rentals URI Stock Holding History

Perfromance Wealth Partners’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
Q2 		$269K Buy
+238
New +$226K 0.01% 189
2025
Q4 		– Sell
-566
Closed -$540K – 214
2025
Q3 		$540K Buy
566
+234
+70% +$209K 0.02% 109
2025
Q2 		$250K Hold
332
– – 0.01% 162
2025
Q1 		$208K Buy
332
+1
+0.3% +$687 0.01% 164
2024
Q4 		$233K Buy
331
+1
+0.3% +$813 0.01% 161
2024
Q3 		$267K Buy
330
+5
+2% +$3.6K 0.01% 159
2024
Q2 		$210K Hold
325
– – 0.01% 155
2024
Q1 		$234K Buy
+325
New +$209K 0.01% 140

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Perfromance Wealth Partners's URI Position: Q2 2026 in Review

Perfromance Wealth Partners opened a new position in United Rentals (URI) in Q2 2026: 238 shares worth $269K. The stake represents 0.01% of the portfolio and ranks #189 among its holdings. This is a return to the name: Perfromance Wealth Partners previously reported a position in URI as recently as Q3 2025.

Perfromance Wealth Partners first reported a position in URI in Q1 2024 and has held it in 8 quarters since. The position peaked at $540K in Q3 2025. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Perfromance Wealth Partners held 238 shares of United Rentals worth $269K as of Q2 2026.
  • United Rentals was a new Perfromance Wealth Partners position in Q2 2026.
  • United Rentals made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #189 holding.
  • Perfromance Wealth Partners first reported a position in United Rentals in Q1 2024 and has held it in 8 quarters since.
  • Perfromance Wealth Partners's United Rentals position peaked at $540K in Q3 2025.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.