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Brandywine Oak Private Wealth LLC

SEC CIK
0001764694
Latest filing
Jul 16, 2026

URI holding history

United Rentals, Inc. in every 13F filed by Brandywine Oak Private Wealth 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)
4,245
Value
$4.81M
% of portfolio
0.4%
Quarters held
20
Since Q3 2021
Holdings of URI by Brandywine Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,245$4.81M0.4%+533+14.4%AddedHolders
Q1 20263,712$2.70M0.2%00.0%UnchangedHolders
Q4 20253,712$3.00M0.3%00.0%UnchangedHolders
Q3 20253,712$3.54M0.3%00.0%UnchangedHolders
Q2 20253,712$2.80M0.3%+528+16.6%AddedHolders
Q1 20253,184$2.00M0.2%−2−0.1%ReducedHolders
Q4 20243,186$2.24M0.2%+2+0.1%AddedHolders
Q3 20243,184$2.58M0.2%00.0%UnchangedHolders
Q2 20243,184$2.06M0.2%+438+16.0%AddedHolders
Q1 20242,746$1.98M0.2%00.0%UnchangedHolders
Q4 20232,746$1.57M0.2%−630−18.7%ReducedHolders
Q3 20233,376$1.50M0.2%00.0%UnchangedHolders
Q2 20233,376$1.50M0.2%+1,281+61.1%AddedHolders
Q1 20232,095$829.1K0.1%+50+2.4%AddedHolders
Q4 20222,045$726.8K0.1%+1,120+121.1%AddedHolders
Q3 2022925$249.0K<0.1%00.0%UnchangedHolders
Q2 2022925$224.0K<0.1%00.0%UnchangedHolders
Q1 2022925$328.0K<0.1%−25−2.6%ReducedHolders
Q4 2021950$315.0K<0.1%+25+2.7%AddedHolders
Q3 2021925$324.0K<0.1%+925NewHolders