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Spire Wealth Management’s United Rentals URI Stock Holding History

Spire 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
Q2 		$1.83M Sell
1,612
-149
-8% -$142K 0.06% 289
2026
Q1 		$1.28M Sell
1,761
-113
-6% -$94.9K 0.04% 346
2025
Q4 		$1.52M Buy
1,874
+67
+4% +$58.2K 0.05% 314
2025
Q3 		$1.73M Buy
1,807
+46
+3% +$41K 0.06% 270
2025
Q2 		$1.33M Sell
1,761
-466
-21% -$312K 0.05% 313
2025
Q1 		$1.4M Buy
2,227
+39
+2% +$26.8K 0.04% 334
2024
Q4 		$1.54M Buy
2,188
+11
+0.5% +$8.94K 0.05% 293
2024
Q3 		$1.76M Buy
2,177
+361
+20% +$260K 0.06% 262
2024
Q2 		$1.17M Sell
1,816
-144
-7% -$95.7K 0.04% 313
2024
Q1 		$1.41M Sell
1,960
-1,688
-46% -$1.08M 0.03% 299
2023
Q4 		$2.09M Buy
3,648
+2,813
+337% +$1.33M 0.07% 232
2023
Q3 		$371K Buy
835
+81
+11% +$37.1K 0.01% 549
2023
Q2 		$336K Sell
754
-5,639
-88% -$2.09M 0.01% 588
2023
Q1 		$2.53M Buy
6,393
+5,854
+1,086% +$2.46M 0.1% 204
2022
Q4 		$192K Buy
539
+203
+60% +$66.7K 0.01% 569
2022
Q3 		$91K Sell
336
-209
-38% -$60.8K 0.01% 742
2022
Q2 		$132K Buy
545
+133
+32% +$39.1K 0.01% 928
2022
Q1 		$146K Buy
412
+14
+4% +$4.57K ﹤0.01% 1029
2021
Q4 		$132K Sell
398
-14
-3% -$4.99K ﹤0.01% 1290
2021
Q3 		$145K Sell
412
-33
-7% -$11.1K ﹤0.01% 1048
2021
Q2 		$142K Buy
445
+87
+24% +$28.1K ﹤0.01% 1069
2021
Q1 		$118K Buy
+358
New +$101K ﹤0.01% 1327

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Spire Wealth Management's URI Position: Q2 2026 in Review

Spire Wealth Management reduced its United Rentals (URI) stake by 8.5% in Q2 2026, selling an estimated $142K and leaving 1,612 shares worth $1.83M. The position accounts for 0.06% of the portfolio, ranked #289.

Spire Wealth Management first reported a position in URI in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.53M in Q1 2023. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Spire Wealth Management held 1,612 shares of United Rentals worth $1.83M as of Q2 2026.
  • Spire Wealth Management sold 149 United Rentals shares in Q2 2026, an estimated $142K.
  • United Rentals made up 0.06% of Spire Wealth Management's portfolio in Q2 2026, its #289 holding.
  • Spire Wealth Management first reported a position in United Rentals in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's United Rentals position peaked at $2.53M in Q1 2023.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.