Question 1

How many shares of URI does HB Wealth Management, LLC own?

Accepted Answer

As of 2026-Q2, HB Wealth Management, LLC holds 6,791 shares of URI (UNITED RENTALS INC).

Question 2

What is HB Wealth Management, LLC's URI position worth?

Accepted Answer

As of 2026-Q2, HB Wealth Management, LLC's URI position is worth $7.7M.

Question 3

Is HB Wealth Management, LLC buying or selling URI?

Accepted Answer

In 2026-Q2, HB Wealth Management, LLC increased their URI position (+2.6% change in shares).

Question 4

When did HB Wealth Management, LLC first buy URI?

Accepted Answer

Based on available 13F filings, HB Wealth Management, LLC first reported a position in URI in 2024-Q3. They have held the position across 16 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	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