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Adamsbrown Wealth Consultants’s United Rentals URI Stock Holding History

Adamsbrown Wealth Consultants’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 		$350K Hold
309
– – 0.07% 110
2026
Q1 		$225K Hold
309
– – 0.06% 122
2025
Q4 		$250K Hold
309
– – 0.07% 108
2025
Q3 		$295K Sell
309
-13
-4% -$11.6K 0.08% 92
2025
Q2 		$242K Buy
+322
New +$215K 0.07% 94
2025
Q1 		– Sell
-295
Closed -$207K – 104
2024
Q4 		$207K Buy
295
+6
+2% +$4.88K 0.07% 93
2024
Q3 		$234K Buy
+289
New +$208K 0.08% 80
2024
Q2 		– Sell
-308
Closed -$222K – 89
2024
Q1 		$222K Buy
+308
New +$198K 0.09% 72

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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

Adamsbrown Wealth Consultants's URI Position: Q2 2026 in Review

Adamsbrown Wealth Consultants held its United Rentals (URI) position steady in Q2 2026 at 309 shares worth $350K. The position accounts for 0.07% of the portfolio, ranked #110.

Adamsbrown Wealth Consultants first reported a position in URI in Q1 2024 and has held it in 8 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Adamsbrown Wealth Consultants held 309 shares of United Rentals worth $350K as of Q2 2026.
  • Adamsbrown Wealth Consultants left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 0.07% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #110 holding.
  • Adamsbrown Wealth Consultants first reported a position in United Rentals in Q1 2024 and has held it in 8 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.