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United Rentals shares owned by Circle Wealth Management

Quarter-by-quarter ownership of United Rentals (URI) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in United Rentals

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Rentals by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $215k 266 809.73
2024-03-31 $243k 337 721.11

More positions owned by Circle Wealth Management

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

View all positions for Circle Wealth Management

Top funds holding United Rentals

Vanguard Group
Capital Research Global Investors
BlackRock
BlackRock
State Street Corporation
Capital World Investors
Bank of America Corporation
Morgan Stanley
International Assets Investment Management
Geode Capital Management
Franklin Resources
Dimensional Fund Advisors
Invesco
Susquehanna International
Jpmorgan Chase & Co

View all funds holding United Rentals