Encompass Wealth Advisors »

United Rentals shares owned by Encompass Wealth Advisors

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

Historical chart of Encompass Wealth Advisors investment in United Rentals

Tip: Access up to 7 years of quarterly data

All positions including United Rentals held by Encompass 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 Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $798k 986 809.73
2024-06-30 $638k 986 646.73
2024-03-31 $387k 536 721.11

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Microsoft Corp Common Stock (MSFT)
Airbnb Common Stock (ABNB)
Costco Wholesale Corp Common Stock (COST)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
AB Income Advisor Mutual Fund (ACGYX)

View all positions for Encompass Wealth Advisors

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