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Aaron Wealth Advisors’s United Rentals URI Stock Holding History

Aaron Wealth Advisors’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 		$1.81M Sell
1,600
-169
-10% -$161K 0.09% 141
2026
Q1 		$1.29M Sell
1,769
-625
-26% -$525K 0.07% 173
2025
Q4 		$1.94M Buy
2,394
+556
+30% +$483K 0.11% 134
2025
Q3 		$1.75M Buy
1,838
+1,333
+264% +$1.19M 0.1% 128
2025
Q2 		$380K Sell
505
-25
-5% -$16.7K 0.04% 305
2025
Q1 		$332K Sell
530
-457
-46% -$314K 0.04% 305
2024
Q4 		$695K Buy
987
+549
+125% +$446K 0.08% 153
2024
Q3 		$355K Buy
438
+77
+21% +$55.4K 0.04% 260
2024
Q2 		$233K Buy
361
+7
+2% +$4.65K 0.03% 282
2024
Q1 		$255K Buy
+354
New +$227K 0.04% 244
2022
Q2 		– Sell
-216
Closed -$76.7K – 813
2022
Q1 		$76.7K Buy
+216
New +$70.5K 0.02% 324

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aaron Wealth Advisors's URI Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its United Rentals (URI) stake by 9.6% in Q2 2026, selling an estimated $161K and leaving 1,600 shares worth $1.81M. The position accounts for 0.09% of the portfolio, ranked #141.

Aaron Wealth Advisors first reported a position in URI in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.94M in Q4 2025. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Aaron Wealth Advisors held 1,600 shares of United Rentals worth $1.81M as of Q2 2026.
  • Aaron Wealth Advisors sold 169 United Rentals shares in Q2 2026, an estimated $161K.
  • United Rentals made up 0.09% of Aaron Wealth Advisors's portfolio in Q2 2026, its #141 holding.
  • Aaron Wealth Advisors first reported a position in United Rentals in Q1 2022 and has held it in 11 quarters since.
  • Aaron Wealth Advisors's United Rentals position peaked at $1.94M in Q4 2025.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.