Wealthcare Advisory Partners
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Wealthcare Advisory Partners’s United Rentals URI Stock Holding History

Wealthcare Advisory Partners’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 		$1.8M Sell
1,800
-62
-3% -$66.1K 0.03% 421
2026
Q2 		$2.11M Buy
1,862
+39
+2% +$37.1K 0.04% 350
2026
Q1 		$1.33M Sell
1,823
-612
-25% -$514K 0.03% 449
2025
Q4 		$1.97M Buy
2,435
+4
+0.2% +$3.47K 0.04% 370
2025
Q3 		$2.32M Buy
2,431
+15
+0.6% +$13.4K 0.05% 309
2025
Q2 		$1.82M Sell
2,416
-10
-0.4% -$6.69K 0.04% 347
2025
Q1 		$1.52M Buy
2,426
+15
+0.6% +$10.3K 0.04% 352
2024
Q4 		$1.7M Buy
2,411
+10
+0.4% +$8.13K 0.05% 307
2024
Q3 		$1.94M Sell
2,401
-2,307
-49% -$1.66M 0.06% 275
2024
Q2 		$3.04M Sell
4,708
-76
-2% -$50.5K 0.1% 173
2024
Q1 		$3.45M Sell
4,784
-745
-13% -$478K 0.11% 156
2023
Q4 		$3.17M Sell
5,529
-380
-6% -$179K 0.13% 136
2023
Q3 		$2.63M Sell
5,909
-9
-0.2% -$4.12K 0.12% 144
2023
Q2 		$2.64M Buy
5,918
+53
+0.9% +$19.6K 0.12% 148
2023
Q1 		$2.32M Sell
5,865
-602
-9% -$253K 0.1% 161
2022
Q4 		$2.3M Sell
6,467
-153
-2% -$50.3K 0.11% 148
2022
Q3 		$1.79M Buy
6,620
+32
+0.5% +$9.31K 0.1% 150
2022
Q2 		$1.6M Buy
6,588
+458
+7% +$135K 0.1% 140
2022
Q1 		$2.18M Buy
6,130
+137
+2% +$44.7K 0.13% 93
2021
Q4 		$1.99M Buy
5,993
+19
+0.3% +$6.77K 0.12% 106
2021
Q3 		$2.1M Sell
5,974
-118
-2% -$39.6K 0.14% 103
2021
Q2 		$1.94M Buy
6,092
+36
+0.6% +$11.6K 0.13% 108
2021
Q1 		$1.99M Buy
+6,056
New +$1.72M 0.14% 89
2020
Q1 		– Sell
-32
Closed -$5K – 1591
2019
Q4 		$5K Sell
32
-100
-76% -$14.5K ﹤0.01% 1118
2019
Q3 		$16K Sell
132
-12
-8% -$1.46K ﹤0.01% 812
2019
Q2 		$19K Hold
144
– – ﹤0.01% 738
2019
Q1 		$16K Sell
144
-22
-13% -$2.72K ﹤0.01% 717
2018
Q4 		$17K Hold
166
– – ﹤0.01% 666
2018
Q3 		$27K Hold
166
– – 0.01% 607
2018
Q2 		$25K Buy
166
+144
+655% +$23.5K ﹤0.01% 622
2018
Q1 		$4K Buy
+22
New +$3.91K ﹤0.01% 885

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Geode Capital Management
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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

Wealthcare Advisory Partners's URI Position: Q3 2026 in Review

Wealthcare Advisory Partners reduced its United Rentals (URI) stake by 3.3% in Q3 2026, selling an estimated $66.1K and leaving 1,800 shares worth $1.8M. The position accounts for 0.03% of the portfolio, ranked #421.

Wealthcare Advisory Partners first reported a position in URI in Q1 2018 and has held it in 31 quarters since. The position peaked at $3.45M in Q1 2024. 1,183 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Wealthcare Advisory Partners held 1,800 shares of United Rentals worth $1.8M as of Q3 2026.
  • Wealthcare Advisory Partners sold 62 United Rentals shares in Q3 2026, an estimated $66.1K.
  • United Rentals made up 0.03% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #421 holding.
  • Wealthcare Advisory Partners first reported a position in United Rentals in Q1 2018 and has held it in 31 quarters since.
  • Wealthcare Advisory Partners's United Rentals position peaked at $3.45M in Q1 2024.
  • 1,183 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.