Question 1

How many shares of URI does AE Wealth Management LLC own?

Accepted Answer

As of 2026-Q2, AE Wealth Management LLC holds 1,514 shares of URI (UNITED RENTALS INC).

Question 2

What is AE Wealth Management LLC's URI position worth?

Accepted Answer

As of 2026-Q2, AE Wealth Management LLC's URI position is worth $1.7M.

Question 3

Is AE Wealth Management LLC buying or selling URI?

Accepted Answer

In 2026-Q2, AE Wealth Management LLC increased their URI position (+13.8% change in shares).

Question 4

When did AE Wealth Management LLC first buy URI?

Accepted Answer

Based on available 13F filings, AE Wealth Management LLC first reported a position in URI in 2024-Q3. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1,514	+13.8%	$1.7M	0.0%	$1,130.94	29
2026-Q1	Increased	1,330	+7.1%	$969,360	0.0%	$725.81	27
2025-Q4	Decreased	1,242	-11.7%	$1M	0.0%	$804.45	0
2025-Q3	Decreased	1,407	-3.1%	$1.3M	0.0%	$946.93	0
2025-Q2	Increased	1,452	+8.2%	$1.1M	0.0%	$745.84	27
2025-Q1	Decreased	1,342	-46.0%	$840,976	0.0%	$618.87	0
2024-Q4	Decreased	2,483	-4.8%	$1.7M	0.0%	$693.99	0
2024-Q3	Increased	2,608	+159.5%	$2.1M	0.0%	$796.22	42