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Sound Income Strategies’s United Rentals URI Stock Holding History

Sound Income Strategies’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 		$238K Buy
227
+8
+4% +$8.53K 0.01% 427
2026
Q2 		$248K Buy
219
+10
+5% +$9.51K 0.01% 418
2026
Q1 		$153K Sell
209
-20
-9% -$16.8K 0.01% 484
2025
Q4 		$211K Buy
229
+101
+79% +$87.7K 0.01% 408
2025
Q3 		$125K Sell
128
-3
-2% -$2.67K 0.01% 363
2025
Q2 		$98.7K Buy
131
+126
+2,520% +$84.3K 0.01% 385
2025
Q1 		$3.13K Hold
5
– – ﹤0.01% 1160
2024
Q4 		$3.52K Sell
5
-2
-29% -$1.63K ﹤0.01% 1067
2024
Q3 		$5.67K Buy
7
+2
+40% +$1.44K ﹤0.01% 932
2024
Q2 		$3.23K Hold
5
– – ﹤0.01% 1032
2024
Q1 		$3.61K Sell
5
-12
-71% -$7.7K ﹤0.01% 958
2023
Q4 		$9.75K Buy
17
+2
+13% +$943 ﹤0.01% 737
2023
Q3 		$6.67K Hold
15
– – ﹤0.01% 680
2023
Q2 		$6.68K Buy
15
+10
+200% +$3.71K ﹤0.01% 678
2023
Q1 		$1.98K Buy
5
+2
+67% +$840 ﹤0.01% 840
2022
Q4 		$1.07K Hold
3
– – ﹤0.01% 852
2022
Q3 		$1K Hold
3
– – ﹤0.01% 848
2022
Q2 		$1K Hold
3
– – ﹤0.01% 855
2022
Q1 		$1K Hold
3
– – ﹤0.01% 846
2021
Q4 		$1K Sell
3
-6
-67% -$2.14K ﹤0.01% 811
2021
Q3 		$3K Buy
9
+2
+29% +$671 ﹤0.01% 662
2021
Q2 		$2K Buy
7
+4
+133% +$1.29K ﹤0.01% 748
2021
Q1 		$988 Sell
3
-13
-81% -$3.68K ﹤0.01% 839
2020
Q4 		$4K Hold
16
– – ﹤0.01% 638
2020
Q3 		$3K Buy
16
+3
+23% +$504 ﹤0.01% 631
2020
Q2 		$2K Buy
13
+2
+18% +$254 ﹤0.01% 657
2020
Q1 		$1K Hold
11
– – ﹤0.01% 714
2019
Q4 		$2K Sell
11
-11
-50% -$1.6K ﹤0.01% 588
2019
Q3 		$3K Hold
22
– – ﹤0.01% 509
2019
Q2 		$3K Buy
22
+3
+16% +$381 ﹤0.01% 520
2019
Q1 		$2K Buy
19
+1
+6% +$123 ﹤0.01% 569
2018
Q4 		$2K Buy
18
+6
+50% +$723 ﹤0.01% 552
2018
Q3 		$2K Sell
12
-1
-8% -$156 ﹤0.01% 571
2018
Q2 		$2K Buy
+13
New +$2.12K ﹤0.01% 522

Other funds holding URI

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Sound Income Strategies's URI Position: Q3 2026 in Review

Sound Income Strategies increased its United Rentals (URI) stake by 3.7% in Q3 2026, buying an estimated $8.53K and bringing the position to 227 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #427.

Sound Income Strategies first reported a position in URI in Q2 2018 and has held it in 34 quarters since. The position peaked at $248K in Q2 2026. 215 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Sound Income Strategies held 227 shares of United Rentals worth $238K as of Q3 2026.
  • Sound Income Strategies bought 8 United Rentals shares in Q3 2026, an estimated $8.53K.
  • United Rentals made up 0.01% of Sound Income Strategies's portfolio in Q3 2026, its #427 holding.
  • Sound Income Strategies first reported a position in United Rentals in Q2 2018 and has held it in 34 quarters since.
  • Sound Income Strategies's United Rentals position peaked at $248K in Q2 2026.
  • 215 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.