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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
2026
Q3 		$382K Buy
382
+27
+8% +$28.8K 0.16% 143
2026
Q2 		$402K Buy
+355
New +$338K 0.18% 135
2025
Q3 		– Sell
-344
Closed -$259K – 268
2025
Q2 		$259K Buy
+344
New +$230K 0.16% 160

Other funds holding URI

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

Whalen Wealth Management's URI Position: Q3 2026 in Review

Whalen Wealth Management increased its United Rentals (URI) stake by 7.6% in Q3 2026, buying an estimated $28.8K and bringing the position to 382 shares worth $382K. The position accounts for 0.16% of the portfolio, ranked #143.

Whalen Wealth Management first reported a position in URI in Q2 2025 and has held it in 3 quarters since. The position peaked at $402K in Q2 2026. 66 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Whalen Wealth Management held 382 shares of United Rentals worth $382K as of Q3 2026.
  • Whalen Wealth Management bought 27 United Rentals shares in Q3 2026, an estimated $28.8K.
  • United Rentals made up 0.16% of Whalen Wealth Management's portfolio in Q3 2026, its #143 holding.
  • Whalen Wealth Management first reported a position in United Rentals in Q2 2025 and has held it in 3 quarters since.
  • Whalen Wealth Management's United Rentals position peaked at $402K in Q2 2026.
  • 66 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.