Allied Private Wealth’s United Rentals URI Stock Holding History

Allied 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	$3.21K	Buy	+3	New	+$2.85K	﹤0.01%	663

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

Allied Private Wealth's URI Position: Q2 2026 in Review

Allied Private Wealth opened a new position in United Rentals (URI) in Q2 2026: 3 shares worth $3.21K. The stake represents ﹤0.01% of the portfolio and ranks #663 among its holdings.

1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Allied Private Wealth held 3 shares of United Rentals worth $3.21K as of Q2 2026.
United Rentals was a new Allied Private Wealth position in Q2 2026.
United Rentals made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #663 holding.
1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

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