Symphony Financial’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
Q2
$246K Buy
+217
New +$206K 0.03% 312
2026
Q1
– Sell
-331
Closed -$268K – 339
2025
Q4
$268K Buy
331
+7
+2% +$6.08K 0.04% 238
2025
Q3
$317K Sell
324
-2,945
-90% -$2.62M 0.04% 209
2025
Q2
$240K Buy
+3,269
New +$2.19M 0.03% 227
2024
Q4
– Sell
-253
Closed -$203K – 248
2024
Q3
$203K Buy
+253
New +$182K 0.03% 215

Other funds holding URI

Symphony Financial's URI Position: Q2 2026 in Review

Symphony Financial opened a new position in United Rentals (URI) in Q2 2026: 217 shares worth $246K. The stake represents 0.03% of the portfolio and ranks #312 among its holdings. This is a return to the name: Symphony Financial previously reported a position in URI as recently as Q4 2025.

Symphony Financial first reported a position in URI in Q3 2024 and has held it in 5 quarters since. The position peaked at $317K in Q3 2025. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Symphony Financial held 217 shares of United Rentals worth $246K as of Q2 2026.
  • United Rentals was a new Symphony Financial position in Q2 2026.
  • United Rentals made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #312 holding.
  • Symphony Financial first reported a position in United Rentals in Q3 2024 and has held it in 5 quarters since.
  • Symphony Financial's United Rentals position peaked at $317K in Q3 2025.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.