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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
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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Summit Wealth Group (Colorado)'s URI Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in United Rentals (URI) in Q2 2026: 268 shares worth $303K. The stake represents 0.03% of the portfolio and ranks #299 among its holdings. This is a return to the name: Summit Wealth Group (Colorado) previously reported a position in URI as recently as Q4 2025.

Summit Wealth Group (Colorado) first reported a position in URI in Q4 2025 and has held it in 2 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Summit Wealth Group (Colorado) held 268 shares of United Rentals worth $303K as of Q2 2026.
  • United Rentals was a new Summit Wealth Group (Colorado) position in Q2 2026.
  • United Rentals made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #299 holding.
  • Summit Wealth Group (Colorado) first reported a position in United Rentals in Q4 2025 and has held it in 2 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.