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United Rentals shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in United Rentals

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Rentals by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $221k 232 953.27
2024-12-31 $337k 478 704.44

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Sax Wealth Advisors

Top funds holding United Rentals

Lombard Odier Asset Management
Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Capital Research Global Investors
Capital World Investors
Geode Capital Management
FMR
Morgan Stanley
Franklin Resources
Alliancebernstein
Jpmorgan Chase & Co
Dimensional Fund Advisors
Manufacturers Life Insurance Company

View all funds holding United Rentals