Skip to main content

TRUE Private Wealth Advisors

SEC CIK
0001667074
Latest filing
Jul 23, 2026

URI holding history

United Rentals, Inc. in every 13F filed by TRUE Private Wealth Advisors, 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)
3,733
Value
$4.23M
% of portfolio
0.4%
Quarters held
12
Since Q3 2023
Holdings of URI by TRUE Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,733$4.23M0.4%−634−14.5%ReducedHolders
Q1 20264,367$3.18M0.3%+15+0.3%AddedHolders
Q4 20254,352$3.52M0.4%+102+2.4%AddedHolders
Q3 20254,250$4.06M0.4%−488−10.3%ReducedHolders
Q2 20254,738$3.57M0.4%−548−10.4%ReducedHolders
Q1 20255,286$3.31M0.4%−284−5.1%ReducedHolders
Q4 20245,570$3.92M0.5%−83−1.5%ReducedHolders
Q3 20245,653$4.58M0.5%−411−6.8%ReducedHolders
Q2 20246,064$3.92M0.4%−182−2.9%ReducedHolders
Q1 20246,246$4.50M0.5%−1,378−18.1%ReducedHolders
Q4 20237,624$4.37M0.6%+179+2.4%AddedHolders
Q3 20237,445$3.31M0.5%+7,445NewHolders