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Worthington Financial Partners’s United Rentals URI Stock Holding History

Worthington Financial 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
Q2 		$880K Buy
776
+10
+1% +$9.51K 0.73% 50
2026
Q1 		$558K Sell
766
-332
-30% -$279K 0.48% 71
2025
Q4 		$889K Buy
+1,098
New +$953K 0.79% 39

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Worthington Financial Partners's URI Position: Q2 2026 in Review

Worthington Financial Partners increased its United Rentals (URI) stake by 1.3% in Q2 2026, buying an estimated $9.51K and bringing the position to 776 shares worth $880K. The position accounts for 0.73% of the portfolio, ranked #50.

Worthington Financial Partners first reported a position in URI in Q4 2025 and has held it in 3 quarters since. The position peaked at $889K in Q4 2025. 1,579 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Worthington Financial Partners held 776 shares of United Rentals worth $880K as of Q2 2026.
  • Worthington Financial Partners bought 10 United Rentals shares in Q2 2026, an estimated $9.51K.
  • United Rentals made up 0.73% of Worthington Financial Partners's portfolio in Q2 2026, its #50 holding.
  • Worthington Financial Partners first reported a position in United Rentals in Q4 2025 and has held it in 3 quarters since.
  • Worthington Financial Partners's United Rentals position peaked at $889K in Q4 2025.
  • 1,579 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Worthington Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.