Riverbend Wealth Management
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Riverbend Wealth Management’s United Rentals URI Stock Holding History

Riverbend Wealth Management’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 		$241K Sell
241
-28
-10% -$29.9K 0.11% 160
2026
Q2 		$305K Sell
269
-6
-2% -$5.71K 0.15% 146
2026
Q1 		$200K Buy
+275
New +$231K 0.11% 150

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Riverbend Wealth Management's URI Position: Q3 2026 in Review

Riverbend Wealth Management reduced its United Rentals (URI) stake by 10% in Q3 2026, selling an estimated $29.9K and leaving 241 shares worth $241K. The position accounts for 0.11% of the portfolio, ranked #160.

Riverbend Wealth Management first reported a position in URI in Q1 2026 and has held it in 3 quarters since. The position peaked at $305K in Q2 2026. 864 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Riverbend Wealth Management held 241 shares of United Rentals worth $241K as of Q3 2026.
  • Riverbend Wealth Management sold 28 United Rentals shares in Q3 2026, an estimated $29.9K.
  • United Rentals made up 0.11% of Riverbend Wealth Management's portfolio in Q3 2026, its #160 holding.
  • Riverbend Wealth Management first reported a position in United Rentals in Q1 2026 and has held it in 3 quarters since.
  • Riverbend Wealth Management's United Rentals position peaked at $305K in Q2 2026.
  • 864 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.