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Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

URI holding history

United Rentals, Inc. in every 13F filed by Dougherty Wealth Advisers 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2025
Holdings of URI by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−8−100.0%Sold outHolders
Q1 20268$5.83K<0.1%00.0%UnchangedHolders
Q4 20258$6.47K<0.1%+8NewHolders