RKL Wealth 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
Q1 | $4.29M | Sell |
5,893
-340
| -5% | -$286K | 0.39% | 35 |
|
|
2025
Q4 | $5.04M | Buy |
6,233
+59
| +1% | +$51.2K | 0.41% | 33 |
|
|
2025
Q3 | $5.89M | Sell |
6,174
-726
| -11% | -$647K | 0.5% | 30 |
|
|
2025
Q2 | $5.2M | Sell |
6,900
-226
| -3% | -$151K | 0.46% | 31 |
|
|
2025
Q1 | $4.47M | Sell |
7,126
-90
| -1% | -$61.9K | 0.42% | 39 |
|
|
2024
Q4 | $5.08M | Sell |
7,216
-186
| -3% | -$151K | 0.45% | 33 |
|
|
2024
Q3 | $5.99M | Sell |
7,402
-68
| -0.9% | -$48.9K | 0.54% | 32 |
|
|
2024
Q2 | $4.83M | Buy |
7,470
+149
| +2% | +$99K | 0.47% | 33 |
|
|
2024
Q1 | $5.28M | Buy |
7,321
+87
| +1% | +$55.8K | 0.52% | 32 |
|
|
2023
Q4 | $4.15M | Buy |
7,234
+112
| +2% | +$52.8K | 0.45% | 36 |
|
|
2023
Q3 | $3.17M | Sell |
7,122
-235
| -3% | -$108K | 0.39% | 41 |
|
|
2023
Q2 | $3.28M | Sell |
7,357
-44
| -0.6% | -$16.3K | 0.39% | 40 |
|
|
2023
Q1 | $2.93M | Sell |
7,401
-207
| -3% | -$86.9K | 0.37% | 42 |
|
|
2022
Q4 | $2.7M | Sell |
7,608
-38
| -0.5% | -$12.5K | 0.36% | 41 |
|
|
2022
Q3 | $2.06M | Sell |
7,646
-159
| -2% | -$46.3K | 0.3% | 51 |
|
|
2022
Q2 | $1.9M | Sell |
7,805
-153
| -2% | -$45K | 0.26% | 54 |
|
|
2022
Q1 | $2.83M | Buy |
7,958
+330
| +4% | +$108K | 0.34% | 43 |
|
|
2021
Q4 | $2.54M | Sell |
7,628
-16
| -0.2% | -$5.7K | 0.3% | 50 |
|
|
2021
Q3 | $2.68M | Sell |
7,644
-67
| -0.9% | -$22.5K | 0.34% | 44 |
|
|
2021
Q2 | $2.46M | Sell |
7,711
-420
| -5% | -$136K | 0.31% | 47 |
|
|
2021
Q1 | $2.68M | Sell |
8,131
-752
| -8% | -$213K | 0.36% | 42 |
|
|
2020
Q4 | $2.06M | Sell |
8,883
-325
| -4% | -$68.7K | 0.29% | 51 |
|
|
2020
Q3 | $1.61M | Sell |
9,208
-8
| -0.1% | -$1.34K | 0.26% | 56 |
|
|
2020
Q2 | $1.37M | Buy |
9,216
+322
| +4% | +$40.9K | 0.24% | 59 |
|
|
2020
Q1 | $915K | Sell |
8,894
-300
| -3% | -$39.8K | 0.19% | 68 |
|
|
2019
Q4 | $1.53M | Sell |
9,194
-302
| -3% | -$43.9K | 0.28% | 62 |
|
|
2019
Q3 | $1.18M | Sell |
9,496
-22
| -0.2% | -$2.67K | 0.22% | 69 |
|
|
2019
Q2 | $1.26M | Buy |
9,518
+51
| +0.5% | +$6.47K | 0.23% | 66 |
|
|
2019
Q1 | $1.08M | Sell |
9,467
-23
| -0.2% | -$2.84K | 0.21% | 72 |
|
|
2018
Q4 | $971K | Buy |
9,490
+73
| +0.8% | +$8.79K | 0.22% | 74 |
|
|
2018
Q3 | $1.54M | Buy |
9,417
+34
| +0.4% | +$5.29K | 0.33% | 59 |
|
|
2018
Q2 | $1.38M | Sell |
9,383
-78
| -0.8% | -$12.7K | 0.31% | 63 |
|
|
2018
Q1 | $1.64M | Buy |
9,461
+262
| +3% | +$46.5K | 0.39% | 53 |
|
|
2017
Q4 | $1.59M | Buy |
9,199
+508
| +6% | +$77.3K | 0.39% | 56 |
|
|
2017
Q3 | $1.2M | Buy |
8,691
+1,497
| +21% | +$179K | 0.34% | 60 |
|
|
2017
Q2 | $814K | Buy |
7,194
+2,348
| +48% | +$262K | 0.26% | 88 |
|
|
2017
Q1 | $605K | Buy |
4,846
+2,556
| +112% | +$311K | 0.24% | 66 |
|
|
2016
Q4 | $242K | Buy |
+2,290
| New | +$208K | 0.12% | 85 |
|
Other funds holding URI
VCM
VPM
RKL Wealth Management's URI Position: Q1 2026 in Review
RKL Wealth Management reduced its United Rentals (URI) stake by 5.5% in Q1 2026, selling an estimated $286K and leaving 5,893 shares worth $4.29M. The position accounts for 0.39% of the portfolio, ranked #35.
RKL Wealth Management first reported a position in URI in Q4 2016 and has held it in 38 quarters since. The position peaked at $5.99M in Q3 2024. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.
- RKL Wealth Management held 5,893 shares of United Rentals worth $4.29M as of Q1 2026.
- RKL Wealth Management sold 340 United Rentals shares in Q1 2026, an estimated $286K.
- United Rentals made up 0.39% of RKL Wealth Management's portfolio in Q1 2026, its #35 holding.
- RKL Wealth Management first reported a position in United Rentals in Q4 2016 and has held it in 38 quarters since.
- RKL Wealth Management's United Rentals position peaked at $5.99M in Q3 2024.
- 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.
Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.