UFPG
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United Financial Planning Group’s United Rentals URI Stock Holding History

United Financial Planning 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
Q1 		– Sell
-1
Closed -$809 – 629
2025
Q4 		$809 Buy
+1
New +$868 ﹤0.01% 373

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United Financial Planning Group's URI Position: Q1 2026 in Review

United Financial Planning Group sold out of United Rentals (URI) in Q1 2026, closing a stake of 1 share — an estimated $809 sold.

United Financial Planning Group first reported a position in URI in Q4 2025 and held it in 1 quarter. The position peaked at $809 in Q4 2025. 1,464 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • United Financial Planning Group reported no remaining United Rentals position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 1 United Rentals share in Q1 2026, an estimated $809.
  • United Financial Planning Group first reported a position in United Rentals in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's United Rentals position peaked at $809 in Q4 2025.
  • 1,464 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.