Polaris Financial Partners’s United Rentals URI Stock Holding History

Polaris Financial 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 Q3	$73K	Buy	+71	New	+$75.7K	0.03%	153

Other funds holding URI

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Polaris Financial Partners's URI Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in United Rentals (URI) in Q3 2026: 71 shares worth $73K. The stake represents 0.03% of the portfolio and ranks #153 among its holdings.

11 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Polaris Financial Partners held 71 shares of United Rentals worth $73K as of Q3 2026.
United Rentals was a new Polaris Financial Partners position in Q3 2026.
United Rentals made up 0.03% of Polaris Financial Partners's portfolio in Q3 2026, its #153 holding.
11 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.