Dougherty Wealth Advisers »

United Rentals shares owned by Dougherty Wealth Advisers

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

Historical chart of Dougherty Wealth Advisers investment in United Rentals

Tip: Access up to 7 years of quarterly data

All positions including United Rentals held by Dougherty Wealth Advisers 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 Dougherty Wealth Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.5k 8 809.38

More positions owned by Dougherty Wealth Advisers

Vanguard Value Etf Etf (VTV)
Vanguard Growth Etf Etf (VUG)
Vanguard Mid-cap Value Etf Etf (VOE)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)
Apple Stock (AAPL)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Vanguard Real Estate Etf Etf (VNQ)
Ishares S&p 100 Etf Etf (OEF)
Ishares Core S&p Small Cap Etf Etf (IJR)
Microsoft Corp Stock (MSFT)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Dougherty Wealth Advisers

Top funds holding United Rentals

Vanguard Group
BlackRock
State Street Corporation
Capital World Investors
Capital Research Global Investors
Geode Capital Management
FMR
Franklin Resources
Norges Bank Investment Management
Alliancebernstein
Jpmorgan Chase & Co
Dimensional Fund Advisors
Robeco Investment Management
Manufacturers Life Insurance Company
Goldman Sachs Group

View all funds holding United Rentals