Sax Wealth Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
Other funds holding URI
Sax Wealth Advisors's URI Position: Q2 2026 in Review
Sax Wealth Advisors opened a new position in United Rentals (URI) in Q2 2026: 500 shares worth $364K. The stake represents 0.01% of the portfolio and ranks #410 among its holdings. This is a return to the name: Sax Wealth Advisors previously reported a position in URI as recently as Q3 2025.
Sax Wealth Advisors first reported a position in URI in Q4 2024 and has held it in 4 quarters since. The position peaked at $431K in Q1 2025. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.
- Sax Wealth Advisors held 500 shares of United Rentals worth $364K as of Q2 2026.
- United Rentals was a new Sax Wealth Advisors position in Q2 2026.
- United Rentals made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #410 holding.
- Sax Wealth Advisors first reported a position in United Rentals in Q4 2024 and has held it in 4 quarters since.
- Sax Wealth Advisors's United Rentals position peaked at $431K in Q1 2025.
- 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.
Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.