Circle Wealth Management, LLC
- SEC CIK
- 0001578242
- Latest filing
- Aug 12, 2026
URI holding history
United Rentals, Inc. in every 13F filed by Circle 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 (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −260−100.0% | Sold out | Holders |
| Q3 2025 | 260 | $248.2K | <0.1% | +260 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −266−100.0% | Sold out | Holders |
| Q3 2024 | 266 | $215.4K | <0.1% | +266 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −337−100.0% | Sold out | Holders |
| Q1 2024 | 337 | $243.0K | <0.1% | +337 | New | Holders |