Summit Wealth Group (Colorado)
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Summit Wealth Group (Colorado)’s United Rentals URI Stock Holding History

Summit Wealth Group (Colorado)’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 		$292K Buy
292
+24
+9% +$25.6K 0.02% 350
2026
Q2 		$303K Buy
+268
New +$255K 0.03% 299
2026
Q1 		– Sell
-249
Closed -$202K – 353
2025
Q4 		$202K Buy
+249
New +$216K 0.03% 271

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Boston Partners
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Fidelity Investments
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UBS Group
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Amundi
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Summit Wealth Group (Colorado)'s URI Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its United Rentals (URI) stake by 9% in Q3 2026, buying an estimated $25.6K and bringing the position to 292 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #350.

Summit Wealth Group (Colorado) first reported a position in URI in Q4 2025 and has held it in 3 quarters since. The position peaked at $303K in Q2 2026. 1,099 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Summit Wealth Group (Colorado) held 292 shares of United Rentals worth $292K as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 24 United Rentals shares in Q3 2026, an estimated $25.6K.
  • United Rentals made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #350 holding.
  • Summit Wealth Group (Colorado) first reported a position in United Rentals in Q4 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s United Rentals position peaked at $303K in Q2 2026.
  • 1,099 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.