Question 1

Does AE Wealth Management own URI stock?

Accepted Answer

Yes. As of its Q2 2026 13F, AE Wealth Management holds 1,514 shares of URI (United Rentals), worth $1.7M.

Question 2

How many shares of URI does AE Wealth Management own?

Accepted Answer

As of its Q2 2026 13F, AE Wealth Management holds 1,514 shares of URI (United Rentals).

Question 3

What is AE Wealth Management's URI position worth?

Accepted Answer

As of its Q2 2026 13F, AE Wealth Management's URI position is worth $1.7M.

Question 4

Is AE Wealth Management buying or selling URI?

Accepted Answer

In Q2 2026, AE Wealth Management increased its URI position by 184 shares (+13.8%).

Question 5

When did AE Wealth Management first buy URI?

Accepted Answer

AE Wealth Management first reported URI in its Q2 2019 13F and has listed it in 29 quarterly 13F filings.

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