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True Wealth Design’s United Rentals URI Stock Holding History

True Wealth Design’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 		$35K Buy
35
+21
+150% +$22.4K 0.01% 638
2026
Q2 		$15.9K Sell
14
-8
-36% -$7.61K ﹤0.01% 905
2026
Q1 		$16K Buy
22
+3
+16% +$2.52K ﹤0.01% 804
2025
Q4 		$15.4K Buy
19
+7
+58% +$6.08K ﹤0.01% 699
2025
Q3 		$11.5K Buy
12
+1
+9% +$891 ﹤0.01% 788
2025
Q2 		$8.31K Buy
11
+4
+57% +$2.67K ﹤0.01% 636
2025
Q1 		$4.41K Hold
7
– – ﹤0.01% 725
2024
Q4 		$4.95K Buy
7
+1
+17% +$813 ﹤0.01% 534
2024
Q3 		$4.86K Hold
6
– – ﹤0.01% 556
2024
Q2 		$3.88K Buy
6
+1
+20% +$665 ﹤0.01% 298
2024
Q1 		$3.61K Buy
5
+2
+67% +$1.28K ﹤0.01% 299
2023
Q4 		$1.72K Hold
3
– – ﹤0.01% 314
2023
Q3 		$1.33K Hold
3
– – ﹤0.01% 296
2023
Q2 		$1.34K Hold
3
– – ﹤0.01% 299
2023
Q1 		$1.19K Buy
3
+1
+50% +$420 ﹤0.01% 389
2022
Q4 		$711 Buy
+2
New +$657 ﹤0.01% 385

Other funds holding URI

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

True Wealth Design's URI Position: Q3 2026 in Review

True Wealth Design increased its United Rentals (URI) stake by 150% in Q3 2026, buying an estimated $22.4K and bringing the position to 35 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #638.

True Wealth Design first reported a position in URI in Q4 2022 and has held it in 16 quarters since. 148 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • True Wealth Design held 35 shares of United Rentals worth $35K as of Q3 2026.
  • True Wealth Design bought 21 United Rentals shares in Q3 2026, an estimated $22.4K.
  • United Rentals made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #638 holding.
  • True Wealth Design first reported a position in United Rentals in Q4 2022 and has held it in 16 quarters since.
  • 148 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.