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.
| 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 |
| 2024 Q4 | REDUCED | 3,585 | -10 | -0.3% | 0.90% | $2.5M | $696.62 |
| 2024 Q3 | ADDED | 3,595 | +54 | +1.5% | 1.02% | $2.9M | $799.24 |
| 2024 Q2 | ADDED | 3,541 | +151 | +4.5% | 0.83% | $2.3M | $636.87 |
| 2024 Q1 | REDUCED | 3,390 | -25 | -0.7% | 0.90% | $2.4M | $708.42 |
| 2023 Q4 | UNCHANGED | 3,415 | — | 0% | 0.74% | $2.0M | $561.95 |
| 2023 Q3 | REDUCED | 3,415 | -725 | -17.5% | 0.75% | $1.5M | $434.21 |
As of 2025 Q4 — sorted by position size