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Twin Peaks Wealth Advisors’s United Rentals URI Stock Holding History

Twin Peaks Wealth Advisors’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 		$30.6K Buy
+42
New +$35.3K 0.01% 566
2025
Q3 		– Sell
-28
Closed -$25.7K – 2019
2025
Q2 		$25.7K Buy
+28
New +$18.7K 0.01% 514

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JP Morgan Chase
JP Morgan Chase New York $1.56T 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
VPM
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
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

Twin Peaks Wealth Advisors's URI Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in United Rentals (URI) in Q1 2026: 42 shares worth $30.6K. The stake represents 0.01% of the portfolio and ranks #566 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in URI as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in URI in Q2 2025 and has held it in 2 quarters since. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Twin Peaks Wealth Advisors held 42 shares of United Rentals worth $30.6K as of Q1 2026.
  • United Rentals was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • United Rentals made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #566 holding.
  • Twin Peaks Wealth Advisors first reported a position in United Rentals in Q2 2025 and has held it in 2 quarters since.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.