United Rentals shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of United Rentals (URI) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in United Rentals
Tip: Access up to 7 years of quarterly data
All positions including United Rentals held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in United Rentals by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $14M | 19k | 753.39 |
| 2025-03-31 | $1.1M | 1.8k | 626.65 |
| 2024-12-31 | $1.1M | 1.6k | 704.62 |
| 2024-09-30 | $1.4M | 1.7k | 809.79 |
| 2024-06-30 | $934k | 1.4k | 646.92 |
| 2024-03-31 | $1.0M | 1.4k | 721.23 |
| 2023-12-31 | $865k | 1.5k | 573.51 |
| 2023-09-30 | $669k | 1.5k | 444.48 |
| 2023-06-30 | $690k | 119k | 5.78 |
| 2023-03-31 | $3.8M | 20k | 193.99 |
| 2022-12-31 | $272k | 765 | 355.42 |