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Whalen Wealth Management’s United Rentals URI Stock Holding History

Whalen Wealth Management’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
2025
Q3 		– Sell
-344
Closed -$259K – 268
2025
Q2 		$259K Buy
+344
New +$230K 0.16% 160

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Whalen Wealth Management's URI Position: Q3 2025 in Review

Whalen Wealth Management sold out of United Rentals (URI) in Q3 2025, closing a stake of 344 shares — an estimated $259K sold.

Whalen Wealth Management first reported a position in URI in Q2 2025 and held it in 1 quarter. The position peaked at $259K in Q2 2025. 1,450 funds tracked by Wall St. Rank hold URI as of Q3 2025.

  • Whalen Wealth Management reported no remaining United Rentals position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 344 United Rentals shares in Q3 2025, an estimated $259K.
  • Whalen Wealth Management first reported a position in United Rentals in Q2 2025 and held it in 1 quarter.
  • Whalen Wealth Management's United Rentals position peaked at $259K in Q2 2025.
  • 1,450 funds tracked by Wall St. Rank held United Rentals as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.