Question 1

Does HB Wealth Management own URI stock?

Accepted Answer

Yes. As of its Q3 2026 13F, HB Wealth Management holds 7,377 shares of URI (United Rentals), worth $7.4M.

Question 2

How many shares of URI does HB Wealth Management own?

Accepted Answer

As of its Q3 2026 13F, HB Wealth Management holds 7,377 shares of URI (United Rentals).

Question 3

What is HB Wealth Management's URI position worth?

Accepted Answer

As of its Q3 2026 13F, HB Wealth Management's URI position is worth $7.4M.

Question 4

Is HB Wealth Management buying or selling URI?

Accepted Answer

In Q3 2026, HB Wealth Management increased its URI position by 586 shares (+8.6%).

Question 5

When did HB Wealth Management first buy URI?

Accepted Answer

HB Wealth Management first reported URI in its Q3 2022 13F and has listed it in 17 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Increased	7,377	+8.6%	$7.4M	0.0%	$1,000.78	30
2026-Q2	Increased	6,791	+2.6%	$7.7M	0.0%	$1,130.94	28
2026-Q1	Increased	6,620	+1.1%	$4.8M	0.0%	$725.81	27
2025-Q4	Decreased	6,547	-0.9%	$5.3M	0.0%	$804.45	0
2025-Q3	Increased	6,608	+37.1%	$6.3M	0.0%	$946.93	36
2025-Q2	Decreased	4,818	-25.0%	$3.6M	0.0%	$745.84	0
2025-Q1	Increased	6,425	+123.3%	$4M	0.0%	$618.87	43
2024-Q4	Decreased	2,877	-2.2%	$2M	0.0%	$693.99	0
2024-Q3	Increased	2,941	+8.4%	$2.4M	0.0%	$796.22	28