U.S. Wealth Group
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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
2026
Q3 		$2.35M Hold
2,349
– – 1.34% 32
2026
Q2 		$2.66M Hold
2,349
– – 1.59% 30
2026
Q1 		$1.71M Hold
2,349
– – 1.16% 32
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

U.S. Wealth Group's URI Position: Q3 2026 in Review

U.S. Wealth Group held its United Rentals (URI) position steady in Q3 2026 at 2,349 shares worth $2.35M. The position accounts for 1.34% of the portfolio, ranked #32.

U.S. Wealth Group first reported a position in URI in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.53M in Q3 2025. 914 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • U.S. Wealth Group held 2,349 shares of United Rentals worth $2.35M as of Q3 2026.
  • U.S. Wealth Group left its United Rentals share count unchanged in Q3 2026.
  • United Rentals made up 1.34% of U.S. Wealth Group's portfolio in Q3 2026, its #32 holding.
  • U.S. Wealth Group first reported a position in United Rentals in Q4 2024 and has held it in 8 quarters since.
  • U.S. Wealth Group's United Rentals position peaked at $3.53M in Q3 2025.
  • 914 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on U.S. Wealth Group's 13F filing for Q3 2026, filed 9 Nov 2026.