Physician Wealth Advisors’s United Rentals URI Stock Holding History

Physician 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	$146K	Buy	146 +5	+4%	+$5.33K	0.02%	263
2026 Q2	$160K	Buy	141 +16	+13%	+$15.2K	0.02%	245
2026 Q1	$91.3K	Sell	125 -20	-14%	-$16.8K	0.01%	298
2025 Q4	$118K	Sell	145 -3	-2%	-$2.6K	0.02%	254
2025 Q3	$142K	Buy	148 +14	+10%	+$12.5K	0.02%	236
2025 Q2	$101K	Sell	134 -17	-11%	-$11.4K	0.02%	264
2025 Q1	$94.8K	Sell	151 -6	-4%	-$4.12K	0.02%	261
2024 Q4	$111K	Buy	+157	New	+$128K	0.02%	241

Other funds holding URI

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

Physician Wealth Advisors increased its United Rentals (URI) stake by 3.5% in Q3 2026, buying an estimated $5.33K and bringing the position to 146 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #263.

Physician Wealth Advisors first reported a position in URI in Q4 2024 and has held it in 8 quarters since. The position peaked at $160K in Q2 2026. 1,183 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Physician Wealth Advisors held 146 shares of United Rentals worth $146K as of Q3 2026.
Physician Wealth Advisors bought 5 United Rentals shares in Q3 2026, an estimated $5.33K.
United Rentals made up 0.02% of Physician Wealth Advisors's portfolio in Q3 2026, its #263 holding.
Physician Wealth Advisors first reported a position in United Rentals in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's United Rentals position peaked at $160K in Q2 2026.
1,183 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.