Physician Wealth 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
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% -$4.13K 0.02% 261
2024
Q4
$111K Buy
+157
New +$128K 0.02% 241

Other funds holding URI

Physician Wealth Advisors's URI Position: Q2 2026 in Review

Physician Wealth Advisors increased its United Rentals (URI) stake by 13% in Q2 2026, buying an estimated $15.2K and bringing the position to 141 shares worth $160K. The position accounts for 0.02% of the portfolio, ranked #245.

Physician Wealth Advisors first reported a position in URI in Q4 2024 and has held it in 7 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Physician Wealth Advisors held 141 shares of United Rentals worth $160K as of Q2 2026.
  • Physician Wealth Advisors bought 16 United Rentals shares in Q2 2026, an estimated $15.2K.
  • United Rentals made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #245 holding.
  • Physician Wealth Advisors first reported a position in United Rentals in Q4 2024 and has held it in 7 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.