U.S. Wealth Group’s United Rentals URI Stock Holding History

U.S. Wealth Group’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
2025 Q4	$1.9M	Sell	2,349 -1,351	-37%	-$1.17M	1.25%	33
2025 Q3	$3.53M	Hold	3,700	–	–	2.31%	15
2025 Q2	$2.79M	Hold	3,700	–	–	2.17%	16
2025 Q1	$2.32M	Hold	3,700	–	–	1.84%	23
2024 Q4	$2.61M	Buy	+3,700	New	+$3.01M	1.97%	17

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

U.S. Wealth Group's URI Position: Q4 2025 in Review

U.S. Wealth Group reduced its United Rentals (URI) stake by 37% in Q4 2025, selling an estimated $1.17M and leaving 2,349 shares worth $1.9M. The position accounts for 1.25% of the portfolio, ranked #33.

U.S. Wealth Group first reported a position in URI in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.53M in Q3 2025. 1,529 funds tracked by Wall St. Rank hold URI as of Q4 2025.

U.S. Wealth Group held 2,349 shares of United Rentals worth $1.9M as of Q4 2025.
U.S. Wealth Group sold 1,351 United Rentals shares in Q4 2025, an estimated $1.17M.
United Rentals made up 1.25% of U.S. Wealth Group's portfolio in Q4 2025, its #33 holding.
U.S. Wealth Group first reported a position in United Rentals in Q4 2024 and has held it in 5 quarters since.
U.S. Wealth Group's United Rentals position peaked at $3.53M in Q3 2025.
1,529 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on U.S. Wealth Group's 13F filing for Q4 2025, filed 17 Mar 2026.