Retirement Wealth Solutions’s United Rentals URI Stock Holding History

Retirement Wealth Solutions’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	$124K	Buy	124 +2	+2%	+$2.13K	0.07%	69
2026 Q2	$138K	Buy	122 +1	+0.8%	+$951	0.08%	62
2026 Q1	$88.2K	Hold	121	–	–	0.06%	69
2025 Q4	$97.9K	Sell	121 -4	-3%	-$3.47K	0.06%	67
2025 Q3	$119K	Buy	125 +5	+4%	+$4.46K	0.08%	59
2025 Q2	$90.4K	Hold	120	–	–	0.07%	63
2025 Q1	$75.2K	Hold	120	–	–	0.06%	63
2024 Q4	$80.5K	Buy	+120	New	+$97.5K	0.07%	63

Other funds holding URI

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KTF Investments Seal Beach, California $932M AUM 49.49% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Retirement Wealth Solutions's URI Position: Q3 2026 in Review

Retirement Wealth Solutions increased its United Rentals (URI) stake by 1.6% in Q3 2026, buying an estimated $2.13K and bringing the position to 124 shares worth $124K. The position accounts for 0.07% of the portfolio, ranked #69.

Retirement Wealth Solutions first reported a position in URI in Q4 2024 and has held it in 8 quarters since. The position peaked at $138K in Q2 2026. 423 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Retirement Wealth Solutions held 124 shares of United Rentals worth $124K as of Q3 2026.
Retirement Wealth Solutions bought 2 United Rentals shares in Q3 2026, an estimated $2.13K.
United Rentals made up 0.07% of Retirement Wealth Solutions's portfolio in Q3 2026, its #69 holding.
Retirement Wealth Solutions first reported a position in United Rentals in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's United Rentals position peaked at $138K in Q2 2026.
423 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.