URI β€” UNITED RENTALS INC COM

Ownership history in Global Wealth Strategies & Associates  Β·  5 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported UNITED RENTALS INC COM (URI) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows URI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this URI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Wealth Strategies & Associates's position in UNITED RENTALS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

URI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Global Wealth Strategies & Associates held URI β€” position size vs. price
% of Fund (quarterly)    URI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 4 β€” 0% 0.00% $4K 2025-10-02 $973.98
2025 Q2 UNCHANGED 4 β€” 0% 0.00% $3K 2025-07-07 $779.02
2025 Q1 UNCHANGED 4 β€” 0% 0.00% $3K 2025-04-02 $640.52
2024 Q4 UNCHANGED 4 β€” 0% 0.00% $3K 2025-01-02 $682.17
2024 Q3 INITIATED 4 β€” β€” 0.00% $3K 2024-10-01 $796.34

FAQ About Global Wealth Strategies & Associates and URI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Wealth Strategies & Associates reported owning URI?

Global Wealth Strategies & Associates reported URI across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported URI position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for URI was 0.00% in 2024 Q3.

What is the latest reported URI position on this page?

The most recent filing on this page is 2025 Q3, when Global Wealth Strategies & Associates reported 4 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this URI ownership page compare?

The chart compares Global Wealth Strategies & Associates's quarterly URI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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