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Wealth Preservation Advisors’s United Rentals URI Stock Holding History

Wealth Preservation Advisors’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
-5
Closed -$4.05K – 1192
2025
Q4 		$4.05K Buy
5
+1
+25% +$868 ﹤0.01% 410
2025
Q3 		$3.82K Hold
4
– – ﹤0.01% 407
2025
Q2 		$3.01K Buy
4
+2
+100% +$1.34K ﹤0.01% 427
2025
Q1 		$1.25K Buy
+2
New +$1.38K ﹤0.01% 511

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealth Preservation Advisors's URI Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of United Rentals (URI) in Q1 2026, closing a stake of 5 shares — an estimated $4.05K sold.

Wealth Preservation Advisors first reported a position in URI in Q1 2025 and held it in 4 quarters. The position peaked at $4.05K in Q4 2025. 1,462 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining United Rentals position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 5 United Rentals shares in Q1 2026, an estimated $4.05K.
  • Wealth Preservation Advisors first reported a position in United Rentals in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's United Rentals position peaked at $4.05K in Q4 2025.
  • 1,462 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.