Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s United Rentals URI Stock Holding History

Wealth Enhancement Advisory Services’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 		$8.85M Buy
8,774
+2,286
+35% +$2.44M 0.01% 783
2026
Q2 		$7.11M Buy
6,488
+821
+14% +$781K 0.01% 825
2026
Q1 		$4.15M Sell
5,667
-2,270
-29% -$1.91M 0.01% 983
2025
Q4 		$7.08M Buy
7,937
+1,028
+15% +$892K 0.01% 849
2025
Q3 		$6.83M Sell
6,909
-215
-3% -$192K 0.01% 815
2025
Q2 		$5.65M Sell
7,124
-36
-0.5% -$24.1K 0.01% 849
2025
Q1 		$4.49M Buy
7,160
+789
+12% +$542K 0.01% 875
2024
Q4 		$4.49M Buy
6,371
+839
+15% +$682K 0.01% 840
2024
Q3 		$4.48M Buy
5,532
+131
+2% +$94.2K 0.01% 766
2024
Q2 		$3.49M Sell
5,401
-2,521
-32% -$1.68M 0.01% 797
2024
Q1 		$5.71M Buy
7,922
+423
+6% +$271K 0.01% 629
2023
Q4 		$4.3M Sell
7,499
-90
-1% -$42.5K 0.01% 647
2023
Q3 		$3.37M Buy
+7,589
New +$3.47M 0.01% 678
2021
Q4 		– Sell
-8,717
Closed -$3.11M – 335
2021
Q3 		$3.11M Buy
+8,717
New +$2.93M 0.05% 127
2020
Q3 		– Sell
-13,318
Closed -$2.17M – 244
2020
Q2 		$2.17M Buy
+13,318
New +$1.69M 0.06% 113
2015
Q1 		– Sell
-5,177
Closed -$528K – 119
2014
Q4 		$528K Buy
+5,177
New +$555K 0.21% 97

Other funds holding URI

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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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Wealth Enhancement Advisory Services's URI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its United Rentals (URI) stake by 35% in Q3 2026, buying an estimated $2.44M and bringing the position to 8,774 shares worth $8.85M. The position accounts for 0.01% of the portfolio, ranked #783.

Wealth Enhancement Advisory Services first reported a position in URI in Q4 2014 and has held it in 16 quarters since. 1,243 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 8,774 shares of United Rentals worth $8.85M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 2,286 United Rentals shares in Q3 2026, an estimated $2.44M.
  • United Rentals made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #783 holding.
  • Wealth Enhancement Advisory Services first reported a position in United Rentals in Q4 2014 and has held it in 16 quarters since.
  • 1,243 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.