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Abound Wealth Management’s United Rentals URI Stock Holding History

Abound Wealth Management’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 		$9.77K Sell
9
-9
-50% -$8.56K ﹤0.01% 472
2026
Q1 		$12.8K Buy
18
+5
+38% +$4.2K ﹤0.01% 490
2025
Q4 		$10.7K Hold
13
– – ﹤0.01% 495
2025
Q3 		$12.6K Sell
13
-1
-7% -$891 ﹤0.01% 443
2025
Q2 		$10.4K Buy
14
+1
+8% +$669 ﹤0.01% 436
2025
Q1 		$8.03K Hold
13
– – ﹤0.01% 441
2024
Q4 		$9.02K Hold
13
– – ﹤0.01% 400
2024
Q3 		$10.4K Buy
13
+4
+44% +$2.88K ﹤0.01% 408
2024
Q2 		$5.7K Sell
9
-1
-10% -$665 ﹤0.01% 471
2024
Q1 		$7.08K Sell
10
-1
-9% -$642 ﹤0.01% 447
2023
Q4 		$6.31K Sell
11
-2
-15% -$943 ﹤0.01% 456
2023
Q3 		$5.78K Hold
13
– – ﹤0.01% 433
2023
Q2 		$5.79K Buy
13
+2
+18% +$741 ﹤0.01% 450
2023
Q1 		$4.35K Buy
11
+9
+450% +$3.78K ﹤0.01% 444
2022
Q4 		$711 Hold
2
– – ﹤0.01% 638
2022
Q3 		$541 Buy
+2
New +$582 ﹤0.01% 656

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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

Abound Wealth Management's URI Position: Q2 2026 in Review

Abound Wealth Management reduced its United Rentals (URI) stake by 50% in Q2 2026, selling an estimated $8.56K and leaving 9 shares worth $9.77K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Abound Wealth Management first reported a position in URI in Q3 2022 and has held it in 16 quarters since. The position peaked at $12.8K in Q1 2026. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Abound Wealth Management held 9 shares of United Rentals worth $9.77K as of Q2 2026.
  • Abound Wealth Management sold 9 United Rentals shares in Q2 2026, an estimated $8.56K.
  • United Rentals made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #472 holding.
  • Abound Wealth Management first reported a position in United Rentals in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's United Rentals position peaked at $12.8K in Q1 2026.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.