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Sunbelt Rentals Holdings shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Sunbelt Rentals Holdings (SUNB) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Sunbelt Rentals Holdings

Tip: Access up to 7 years of quarterly data

All positions including Sunbelt Rentals Holdings held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sunbelt Rentals Holdings by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $417k 6.4k 65.09

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Amazon (AMZN)
Goldman Sachs Etf Tr India Equity Etf (GIND)
Microsoft Corporation (MSFT)

View all positions for Circle Wealth Management

Top funds holding Sunbelt Rentals Holdings

Vanguard Capital Management
Vanguard Portfolio Management
Abrams Bison Investments
Harris Associates L.P
Invesco
Rothschild & Co Wealth Management UK
Royal Bank of Canada
Principal Financial Group
Gardner Russo & Gardner
Capital World Investors
Metropolis Capital
Amundi
Vanguard Fiduciary Trust
Beck Mack & Oliver
Baillie Gifford & Co

View all funds holding Sunbelt Rentals Holdings