Stratos Wealth Partners’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 | $8.27M | Sell |
11,347
-72
| -0.6% | -$60.5K | 0.09% | 226 |
|
|
2025
Q4 | $9.24M | Sell |
11,419
-7
| -0.1% | -$6.08K | 0.1% | 206 |
|
|
2025
Q3 | $10.9M | Buy |
11,426
+172
| +2% | +$153K | 0.13% | 160 |
|
|
2025
Q2 | $8.48M | Sell |
11,254
-707
| -6% | -$473K | 0.11% | 187 |
|
|
2025
Q1 | $7.5M | Sell |
11,961
-1,343
| -10% | -$923K | 0.11% | 188 |
|
|
2024
Q4 | $9.37M | Buy |
13,304
+30
| +0.2% | +$24.4K | 0.13% | 157 |
|
|
2024
Q3 | $10.7M | Buy |
13,274
+354
| +3% | +$255K | 0.16% | 138 |
|
|
2024
Q2 | $8.36M | Buy |
12,920
+362
| +3% | +$241K | 0.13% | 156 |
|
|
2024
Q1 | $9.06M | Buy |
12,558
+1,802
| +17% | +$1.16M | 0.15% | 149 |
|
|
2023
Q4 | $6.17M | Buy |
10,756
+324
| +3% | +$153K | 0.12% | 189 |
|
|
2023
Q3 | $4.64M | Buy |
10,432
+3,102
| +42% | +$1.42M | 0.1% | 210 |
|
|
2023
Q2 | $3.26M | Buy |
7,330
+1,407
| +24% | +$521K | 0.07% | 266 |
|
|
2023
Q1 | $2.34M | Sell |
5,923
-118
| -2% | -$49.6K | 0.06% | 281 |
|
|
2022
Q4 | $2.15M | Sell |
6,041
-84
| -1% | -$27.6K | 0.05% | 334 |
|
|
2022
Q3 | $1.65M | Buy |
6,125
+425
| +7% | +$124K | 0.05% | 352 |
|
|
2022
Q2 | $1.39M | Sell |
5,700
-293
| -5% | -$86.2K | 0.03% | 406 |
|
|
2022
Q1 | $2.13M | Buy |
5,993
+173
| +3% | +$56.5K | 0.05% | 342 |
|
|
2021
Q4 | $1.93M | Buy |
5,820
+367
| +7% | +$131K | 0.04% | 361 |
|
|
2021
Q3 | $1.91M | Sell |
5,453
-235
| -4% | -$78.9K | 0.05% | 333 |
|
|
2021
Q2 | $1.81M | Sell |
5,688
-546
| -9% | -$176K | 0.05% | 372 |
|
|
2021
Q1 | $2.05M | Buy |
6,234
+368
| +6% | +$104K | 0.06% | 291 |
|
|
2020
Q4 | $1.36M | Buy |
5,866
+381
| +7% | +$80.5K | 0.04% | 369 |
|
|
2020
Q3 | $957K | Buy |
5,485
+431
| +9% | +$72.5K | 0.03% | 411 |
|
|
2020
Q2 | $753K | Buy |
5,054
+399
| +9% | +$50.6K | 0.03% | 460 |
|
|
2020
Q1 | $479K | Buy |
4,655
+789
| +20% | +$105K | 0.02% | 539 |
|
|
2019
Q4 | $645K | Buy |
3,866
+1,915
| +98% | +$278K | 0.03% | 518 |
|
|
2019
Q3 | $243K | Buy |
+1,951
| New | +$237K | 0.01% | 802 |
|
|
2019
Q1 | – | Sell |
-1,981
| Closed | -$203K | – | 952 |
|
|
2018
Q4 | $203K | Sell |
1,981
-70
| -3% | -$8.43K | 0.01% | 791 |
|
|
2018
Q3 | $336K | Buy |
2,051
+103
| +5% | +$16K | 0.02% | 673 |
|
|
2018
Q2 | $288K | Sell |
1,948
-3,699
| -66% | -$604K | 0.01% | 763 |
|
|
2018
Q1 | $975K | Buy |
5,647
+3,157
| +127% | +$561K | 0.04% | 378 |
|
|
2017
Q4 | $428K | Buy |
2,490
+178
| +8% | +$27.1K | 0.02% | 562 |
|
|
2017
Q3 | $321K | Sell |
2,312
-416
| -15% | -$49.7K | 0.02% | 657 |
|
|
2017
Q2 | $307K | Sell |
2,728
-565
| -17% | -$63.1K | 0.02% | 631 |
|
|
2017
Q1 | $412K | Buy |
+3,293
| New | +$401K | 0.02% | 475 |
|
Other funds holding URI
VCM
VPM
Stratos Wealth Partners's URI Position: Q1 2026 in Review
Stratos Wealth Partners reduced its United Rentals (URI) stake by 0.63% in Q1 2026, selling an estimated $60.5K and leaving 11,347 shares worth $8.27M. The position accounts for 0.09% of the portfolio, ranked #226.
Stratos Wealth Partners first reported a position in URI in Q1 2017 and has held it in 35 quarters since. The position peaked at $10.9M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.
- Stratos Wealth Partners held 11,347 shares of United Rentals worth $8.27M as of Q1 2026.
- Stratos Wealth Partners sold 72 United Rentals shares in Q1 2026, an estimated $60.5K.
- United Rentals made up 0.09% of Stratos Wealth Partners's portfolio in Q1 2026, its #226 holding.
- Stratos Wealth Partners first reported a position in United Rentals in Q1 2017 and has held it in 35 quarters since.
- Stratos Wealth Partners's United Rentals position peaked at $10.9M in Q3 2025.
- 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.
Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.