WealthPlan Investment Management’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$278K Buy
+246
New +$234K 0.01% 408

Other funds holding URI

WealthPlan Investment Management's URI Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in United Rentals (URI) in Q2 2026: 246 shares worth $278K. The stake represents 0.01% of the portfolio and ranks #408 among its holdings.

553 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • WealthPlan Investment Management held 246 shares of United Rentals worth $278K as of Q2 2026.
  • United Rentals was a new WealthPlan Investment Management position in Q2 2026.
  • United Rentals made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #408 holding.
  • 553 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.