URI — UNITED RENTALS INC

Ownership history in WEALTH EFFECTS LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which WEALTH EFFECTS 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
1.12% (2025 Q3)
Avg. % of fund
0.85%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,745 -898 -24.7% 0.69% $2.2M $807.50
2025 Q3 REDUCED 3,643 -15 -0.4% 1.12% $3.5M $950.52
2025 Q2 ADDED 3,658 +18 +0.5% 1.03% $2.8M $748.67
2025 Q1 ADDED 3,640 +55 +1.5% 0.96% $2.3M $621.22
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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