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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
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

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Capital Research Global Investors
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Franklin Resources
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Geode Capital Management
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Capital World Investors
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Morgan Stanley
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Retirement Wealth Solutions's URI Position: Q2 2026 in Review

Retirement Wealth Solutions increased its United Rentals (URI) stake by 0.83% in Q2 2026, buying an estimated $951 and bringing the position to 122 shares worth $138K. The position accounts for 0.08% of the portfolio, ranked #62.

Retirement Wealth Solutions 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.

  • Retirement Wealth Solutions held 122 shares of United Rentals worth $138K as of Q2 2026.
  • Retirement Wealth Solutions bought 1 United Rentals share in Q2 2026, an estimated $951.
  • United Rentals made up 0.08% of Retirement Wealth Solutions's portfolio in Q2 2026, its #62 holding.
  • Retirement Wealth Solutions 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 Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.