Skip to main content

Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

URI holding history

United Rentals, Inc. in every 13F filed by Modera Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

URI overviewAll 13F holders of URIFull Q2 2026 holdings

Shares (Q2 2026)
1,187
Value
$1.34M
% of portfolio
<0.1%
Quarters held
14
Since Q4 2021
Holdings of URI by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,187$1.34M<0.1%00.0%UnchangedHolders
Q1 20261,187$864.9K<0.1%−52−4.2%ReducedHolders
Q4 20251,239$1.00M<0.1%+16+1.3%AddedHolders
Q3 20251,223$1.17M<0.1%−5−0.4%ReducedHolders
Q2 20251,228$925.2K<0.1%−1−0.1%ReducedHolders
Q1 20251,229$770.2K<0.1%−31−2.5%ReducedHolders
Q4 20241,260$887.3K<0.1%+36+2.9%AddedHolders
Q3 20241,224$991.1K<0.1%+268+28.0%AddedHolders
Q2 2024956$618.3K<0.1%+5+0.5%AddedHolders
Q1 2024951$685.8K<0.1%+10+1.1%AddedHolders
Q4 2023941$539.6K<0.1%−11−1.2%ReducedHolders
Q3 2023952$423.4K<0.1%+10+1.1%AddedHolders
Q2 2023942$419.5K<0.1%+942NewHolders
Q1 20220$00.0%−1,443−100.0%Sold outHolders
Q4 20211,443$479.0K<0.1%+1,443NewHolders