Wealth Alliance
- SEC CIK
- 0001793904
- Latest filing
- Aug 11, 2026
URI holding history
United Rentals, Inc. in every 13F filed by Wealth Alliance, 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)
- 334
- Value
- $378.6K
- % of portfolio
- <0.1%
- Quarters held
- 19
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 334 | $378.6K | <0.1% | −21−5.9% | Reduced | Holders |
| Q1 2026 | 355 | $258.8K | <0.1% | −44−11.0% | Reduced | Holders |
| Q4 2025 | 399 | $322.9K | <0.1% | +7+1.8% | Added | Holders |
| Q3 2025 | 392 | $374.1K | <0.1% | −1−0.3% | Reduced | Holders |
| Q2 2025 | 393 | $295.9K | <0.1% | +7+1.8% | Added | Holders |
| Q1 2025 | 386 | $241.7K | <0.1% | −12−3.0% | Reduced | Holders |
| Q4 2024 | 398 | $280.1K | <0.1% | +4+1.0% | Added | Holders |
| Q3 2024 | 394 | $319.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 394 | $255.1K | <0.1% | −53−11.9% | Reduced | Holders |
| Q1 2024 | 447 | $322.5K | <0.1% | −81−15.3% | Reduced | Holders |
| Q4 2023 | 528 | $302.8K | <0.1% | −911−63.3% | Reduced | Holders |
| Q3 2023 | 1,439 | $639.7K | 0.1% | −85−5.6% | Reduced | Holders |
| Q2 2023 | 1,524 | $678.8K | 0.1% | +409+36.7% | Added | Holders |
| Q1 2023 | 1,115 | $441.4K | 0.1% | +227+25.6% | Added | Holders |
| Q4 2022 | 888 | $315.6K | 0.1% | +888 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −686−100.0% | Sold out | Holders |
| Q1 2022 | 686 | $244.0K | <0.1% | +24+3.6% | Added | Holders |
| Q4 2021 | 662 | $220.0K | <0.1% | +29+4.6% | Added | Holders |
| Q3 2021 | 633 | $222.0K | <0.1% | −210−24.9% | Reduced | Holders |
| Q2 2021 | 843 | $269.0K | 0.1% | +843 | New | Holders |