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Triad Wealth Partners’s United Rentals URI Stock Holding History

Triad Wealth Partners’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 		$289K Buy
+259
New +$246K 0.02% 457
2024
Q3 		– Sell
-34
Closed -$22K – 870
2024
Q2 		$22K Buy
+34
New +$22.6K 0.01% 327

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Triad Wealth Partners's URI Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in United Rentals (URI) in Q2 2026: 259 shares worth $289K. The stake represents 0.02% of the portfolio and ranks #457 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in URI as recently as Q2 2024.

Triad Wealth Partners first reported a position in URI in Q2 2024 and has held it in 2 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Triad Wealth Partners held 259 shares of United Rentals worth $289K as of Q2 2026.
  • United Rentals was a new Triad Wealth Partners position in Q2 2026.
  • United Rentals made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #457 holding.
  • Triad Wealth Partners first reported a position in United Rentals in Q2 2024 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 Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.