David Rolfe's URI Position Overview
David Rolfe (via Wedgewood Partners INC) currently holds 26.9K shares of United Rentals, Inc. (URI) worth $25.7 M, representing 4.69% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 3 quarters.
Based on 13F filings, David Rolfe has maintained this position in URI for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 1.2K shares.
Analysis based on 13F filings available since 2013 Q2
David Rolfe's United Rentals (URI) Holding Value Over Time
Track share changes against reported price movement
Quarterly United Rentals (URI) Trades by David Rolfe
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2025 | +24,829 | New Buy | 24,829 | $713.35 |
| Q2 2025 | +1,234 | Add 4.97% | 26,063 | $868.58 |
| Q3 2025 | +862 | Add 3.31% | 26,925 | $954.67 |
David Rolfe's United Rentals Investment FAQs
David Rolfe first purchased United Rentals, Inc. (URI) in Q1 2025, acquiring 24,829 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Rolfe has held United Rentals, Inc. (URI) for 3 quarters since Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Rolfe's largest addition to United Rentals, Inc. (URI) was in Q1 2025, adding 24,829 shares worth $17.71 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, David Rolfe's firm, Wedgewood Partners INC, owns 26,925 shares of United Rentals, Inc. (URI), valued at approximately $25.7 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, United Rentals, Inc. (URI) represents approximately 4.69% of David Rolfe's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Rolfe's peak holding in United Rentals, Inc. (URI) was 26,925 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.