URI — UNITED RENTALS INC

Ownership history in Circle Wealth Management, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Circle Wealth Management, LLC reported a position in UNITED RENTALS INC (URI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q1)
Avg. % of fund
0.01%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 260 -6 -2.3% 0.00% $248K $950.52
2024 Q3 REDUCED 266 -71 -21.1% 0.00% $215K $799.24
2024 Q1 INITIATED 337 — — 0.01% $243K —
% of Fund (quarterly)    URI price (monthly, adj. close)

Other funds also holding URI

As of 2025 Q4 — sorted by position size

MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 9.88% Access Investment Management LLC 8.19% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 5.54% Spinecap SAS 5.38% Factorial Partners, LLC 3Y 7Y 4.54% Edgemoor Investment Advisors, Inc. 3Y 7Y 4.4% Glassy Mountain Advisors, Inc. 3Y 4.11% Saranac Partners Ltd 4.03% WEDGEWOOD PARTNERS INC 3Y 7Y 4.01% F&V Capital Management, LLC 3Y 7Y 3.54%
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