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 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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return