Regent Peak Wealth Advisors »

United Rentals shares owned by Regent Peak Wealth Advisors

Quarter-by-quarter ownership of United Rentals (URI) shares owned by Regent Peak Wealth Advisors from 13F filings

Historical chart of Regent Peak Wealth Advisors investment in United Rentals

Tip: Access up to 7 years of quarterly data

All positions including United Rentals held by Regent Peak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in United Rentals by Regent Peak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $210k 291 721.11
2020-12-31 $66k 284 232.39

More positions owned by Regent Peak Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Accenture Plc Ireland Shs Class A (ACN)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Div Grwth (DGRO)
Spire (SR)
Vanguard Index Fds Value Etf (VTV)
Coca-Cola Company (KO)
Amazon (AMZN)

View all positions for Regent Peak Wealth Advisors

Top funds holding United Rentals

Vanguard Group
BlackRock
FMR
Bank of America Corporation
Geode Capital Management
Morgan Stanley
Susquehanna International
Dimensional Fund Advisors
Franklin Resources
Nuveen Asset Management
T. Rowe Price Investment Management
Lyrical Asset Management
Robeco Investment Management
Northern Trust
Nordea Investment Management Ab

View all funds holding United Rentals