Ownership history in GRAYBILL WEALTH MANAGEMENT, LTD. · 49 quarters on record
This page tracks every 13F SEC filing in which GRAYBILL WEALTH MANAGEMENT, LTD. reported a position in United Rentals Incorporated (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 7,437 | +210 | +2.9% | 1.78% | $6.0M | $807.50 |
| 2025 Q3 | REDUCED | 7,227 | -230 | -3.1% | 2.12% | $6.9M | $950.52 |
| 2025 Q2 | ADDED | 7,457 | +254 | +3.5% | 1.83% | $5.6M | $748.67 |
| 2025 Q1 | REDUCED | 7,203 | -1,238 | -14.7% | 1.55% | $4.5M | $621.22 |
As of 2025 Q4 — sorted by position size