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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
Q2 		– Sell
-42
Closed -$30.6K – 2092
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

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Twin Peaks Wealth Advisors's URI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of United Rentals (URI) in Q2 2026, closing a stake of 42 shares — an estimated $30.6K sold.

Twin Peaks Wealth Advisors first reported a position in URI in Q2 2025 and held it in 2 quarters. The position peaked at $30.6K in Q1 2026. 1,593 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining United Rentals position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 42 United Rentals shares in Q2 2026, an estimated $30.6K.
  • Twin Peaks Wealth Advisors first reported a position in United Rentals in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's United Rentals position peaked at $30.6K in Q1 2026.
  • 1,593 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.