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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

Wealth Enhancement Advisory Services's URI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its United Rentals (URI) stake by 14% in Q2 2026, buying an estimated $781K and bringing the position to 6,488 shares worth $7.11M. The position accounts for 0.01% of the portfolio, ranked #825.

Wealth Enhancement Advisory Services first reported a position in URI in Q4 2014 and has held it in 15 quarters since. 326 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 6,488 shares of United Rentals worth $7.11M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 821 United Rentals shares in Q2 2026, an estimated $781K.
  • United Rentals made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #825 holding.
  • Wealth Enhancement Advisory Services first reported a position in United Rentals in Q4 2014 and has held it in 15 quarters since.
  • 326 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.