55 North Private Wealth’s United Rentals URI Stock Holding History

55 North Private Wealth’s Portfolio URI Stock Details URI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$340K	Sell	300 -6	-2%	-$5.71K	0.07%	152
2026 Q1	$223K	Buy	306 +5	+2%	+$4.2K	0.06%	184
2025 Q4	$244K	Buy	+301	New	+$261K	0.06%	154

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

55 North Private Wealth's URI Position: Q2 2026 in Review

55 North Private Wealth reduced its United Rentals (URI) stake by 2% in Q2 2026, selling an estimated $5.71K and leaving 300 shares worth $340K. The position accounts for 0.07% of the portfolio, ranked #152.

55 North Private Wealth first reported a position in URI in Q4 2025 and has held it in 3 quarters since. 1,576 funds tracked by Wall St. Rank hold URI as of Q2 2026.

55 North Private Wealth held 300 shares of United Rentals worth $340K as of Q2 2026.
55 North Private Wealth sold 6 United Rentals shares in Q2 2026, an estimated $5.71K.
United Rentals made up 0.07% of 55 North Private Wealth's portfolio in Q2 2026, its #152 holding.
55 North Private Wealth first reported a position in United Rentals in Q4 2025 and has held it in 3 quarters since.
1,576 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.