Private Wealth Asset Management’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
$30.6K Buy
27
+10
+59% +$9.51K ﹤0.01% 500
2026
Q1
$12.4K Hold
17
﹤0.01% 658
2025
Q4
$13.8K Hold
17
﹤0.01% 613
2025
Q3
$16.2K Hold
17
﹤0.01% 561
2025
Q2
$12.8K Sell
17
-4
-19% -$2.67K ﹤0.01% 612
2025
Q1
$13.2K Buy
+21
New +$14.4K ﹤0.01% 579

Other funds holding URI

Private Wealth Asset Management's URI Position: Q2 2026 in Review

Private Wealth Asset Management increased its United Rentals (URI) stake by 59% in Q2 2026, buying an estimated $9.51K and bringing the position to 27 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Private Wealth Asset Management first reported a position in URI in Q1 2025 and has held it in 6 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Private Wealth Asset Management held 27 shares of United Rentals worth $30.6K as of Q2 2026.
  • Private Wealth Asset Management bought 10 United Rentals shares in Q2 2026, an estimated $9.51K.
  • United Rentals made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #500 holding.
  • Private Wealth Asset Management first reported a position in United Rentals in Q1 2025 and has held it in 6 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.