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Livermore
Livermore
ZHEN

Great Point Wealth Advisors, LLC

SEC CIK
0001760304
Latest filing
Jul 23, 2026

URI holding history

United Rentals, Inc. in every 13F filed by Great Point Wealth Advisors, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2022
Holdings of URI by Great Point Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−585−100.0%Sold outHolders
Q4 2025585$473.2K0.1%−119−16.9%ReducedHolders
Q3 2025704$672.4K0.1%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 20251,392$872.5K0.2%−356−20.4%ReducedHolders
Q4 20241,748$1.23M0.3%−720−29.2%ReducedHolders
Q3 20242,468$2.00M0.4%−279−10.2%ReducedHolders
Q2 20242,747$1.78M0.4%−375−12.0%ReducedHolders
Q1 20243,122$2.25M0.5%00.0%UnchangedHolders
Q4 20233,122$1.79M0.5%−35−1.1%ReducedHolders
Q3 20233,157$1.40M0.4%−10.0%ReducedHolders
Q2 20233,158$1.41M0.4%+9+0.3%AddedHolders
Q1 20233,149$1.25M0.4%−7−0.2%ReducedHolders
Q4 20223,156$1.12M0.4%−13−0.4%ReducedHolders
Q3 20223,169$856.0K0.3%−4−0.1%ReducedHolders
Q2 20223,173$771.0K0.3%00.0%UnchangedHolders
Q1 20223,173$1.13M0.4%+3,173NewHolders