Wealth Alliance
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Wealth Alliance’s United Rentals URI Stock Holding History

Wealth Alliance’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 		$331K Sell
331
-3
-0.9% -$3.2K 0.03% 418
2026
Q2 		$379K Sell
334
-21
-6% -$20K 0.03% 390
2026
Q1 		$259K Sell
355
-44
-11% -$37K 0.03% 472
2025
Q4 		$323K Buy
399
+7
+2% +$6.08K 0.03% 411
2025
Q3 		$374K Sell
392
-1
-0.3% -$891 0.04% 366
2025
Q2 		$296K Buy
393
+7
+2% +$4.68K 0.03% 415
2025
Q1 		$242K Sell
386
-12
-3% -$8.25K 0.03% 447
2024
Q4 		$280K Buy
398
+4
+1% +$3.25K 0.03% 403
2024
Q3 		$319K Hold
394
– – 0.04% 383
2024
Q2 		$255K Sell
394
-53
-12% -$35.2K 0.03% 429
2024
Q1 		$323K Sell
447
-81
-15% -$52K 0.04% 380
2023
Q4 		$303K Sell
528
-911
-63% -$430K 0.04% 378
2023
Q3 		$640K Sell
1,439
-85
-6% -$38.9K 0.1% 196
2023
Q2 		$679K Buy
1,524
+409
+37% +$152K 0.1% 200
2023
Q1 		$441K Buy
1,115
+227
+26% +$95.3K 0.07% 262
2022
Q4 		$316K Buy
+888
New +$292K 0.06% 335
2022
Q2 		– Sell
-686
Closed -$244K – 498
2022
Q1 		$244K Buy
686
+24
+4% +$7.84K 0.05% 377
2021
Q4 		$220K Buy
662
+29
+5% +$10.3K 0.04% 405
2021
Q3 		$222K Sell
633
-210
-25% -$70.5K 0.05% 384
2021
Q2 		$269K Buy
+843
New +$272K 0.06% 351

Other funds holding URI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Wealth Alliance's URI Position: Q3 2026 in Review

Wealth Alliance reduced its United Rentals (URI) stake by 0.9% in Q3 2026, selling an estimated $3.2K and leaving 331 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #418.

Wealth Alliance first reported a position in URI in Q2 2021 and has held it in 20 quarters since. The position peaked at $679K in Q2 2023. 1,363 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Wealth Alliance held 331 shares of United Rentals worth $331K as of Q3 2026.
  • Wealth Alliance sold 3 United Rentals shares in Q3 2026, an estimated $3.2K.
  • United Rentals made up 0.03% of Wealth Alliance's portfolio in Q3 2026, its #418 holding.
  • Wealth Alliance first reported a position in United Rentals in Q2 2021 and has held it in 20 quarters since.
  • Wealth Alliance's United Rentals position peaked at $679K in Q2 2023.
  • 1,363 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.