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Adell Harriman & Carpenter’s United Rentals URI Stock Holding History

Adell Harriman & Carpenter’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 		$878K Hold
775
– – 0.05% 105
2026
Q1 		$565K Hold
775
– – 0.03% 119
2025
Q4 		$627K Sell
775
-14
-2% -$12.2K 0.04% 112
2025
Q3 		$753K Sell
789
-25
-3% -$22.3K 0.05% 110
2025
Q2 		$613K Sell
814
-195
-19% -$130K 0.04% 116
2025
Q1 		$632K Buy
1,009
+195
+24% +$134K 0.05% 115
2024
Q4 		$573K Buy
814
+14
+2% +$11.4K 0.04% 114
2024
Q3 		$648K Hold
800
– – 0.05% 113
2024
Q2 		$517K Sell
800
-2
-0.2% -$1.33K 0.04% 119
2024
Q1 		$578K Buy
802
+2
+0.3% +$1.28K 0.05% 119
2023
Q4 		$459K Hold
800
– – 0.04% 122
2023
Q3 		$356K Sell
800
-150
-16% -$68.7K 0.04% 134
2023
Q2 		$426K Sell
950
-150
-14% -$55.6K 0.04% 130
2023
Q1 		$435K Sell
1,100
-1,775
-62% -$746K 0.05% 129
2022
Q4 		$1.02M Sell
2,875
-3,801
-57% -$1.25M 0.12% 101
2022
Q3 		$1.8M Buy
+6,676
New +$1.94M 0.22% 83
2022
Q2 		– Sell
-7,836
Closed -$2.78M – 171
2022
Q1 		$2.78M Buy
7,836
+2,150
+38% +$702K 0.27% 77
2021
Q4 		$1.89M Sell
5,686
-289
-5% -$103K 0.18% 95
2021
Q3 		$2.1M Buy
5,975
+700
+13% +$235K 0.22% 91
2021
Q2 		$1.68M Buy
5,275
+425
+9% +$137K 0.18% 95
2021
Q1 		$1.6M Buy
4,850
+3,900
+411% +$1.1M 0.19% 90
2020
Q4 		$220K Buy
+950
New +$201K 0.03% 149

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JP Morgan Chase
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Vanguard Portfolio Management
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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

Adell Harriman & Carpenter's URI Position: Q2 2026 in Review

Adell Harriman & Carpenter held its United Rentals (URI) position steady in Q2 2026 at 775 shares worth $878K. The position accounts for 0.05% of the portfolio, ranked #105.

Adell Harriman & Carpenter first reported a position in URI in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.78M in Q1 2022. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Adell Harriman & Carpenter held 775 shares of United Rentals worth $878K as of Q2 2026.
  • Adell Harriman & Carpenter left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 0.05% of Adell Harriman & Carpenter's portfolio in Q2 2026, its #105 holding.
  • Adell Harriman & Carpenter first reported a position in United Rentals in Q4 2020 and has held it in 22 quarters since.
  • Adell Harriman & Carpenter's United Rentals position peaked at $2.78M in Q1 2022.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Adell Harriman & Carpenter's 13F filing for Q2 2026, filed 4 Aug 2026.