AFT
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Alpha Family Trust’s United Rentals URI Stock Holding History

Alpha Family Trust’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 		$278K Buy
+245
New +$233K 0.11% 149
2025
Q4 		– Sell
-245
Closed -$234K – 209
2025
Q3 		$234K Buy
+245
New +$218K 0.11% 165

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Vanguard Portfolio Management
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Capital Research Global Investors
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Franklin Resources
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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

Alpha Family Trust's URI Position: Q2 2026 in Review

Alpha Family Trust opened a new position in United Rentals (URI) in Q2 2026: 245 shares worth $278K. The stake represents 0.11% of the portfolio and ranks #149 among its holdings. This is a return to the name: Alpha Family Trust previously reported a position in URI as recently as Q3 2025.

Alpha Family Trust first reported a position in URI in Q3 2025 and has held it in 2 quarters since. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Alpha Family Trust held 245 shares of United Rentals worth $278K as of Q2 2026.
  • United Rentals was a new Alpha Family Trust position in Q2 2026.
  • United Rentals made up 0.11% of Alpha Family Trust's portfolio in Q2 2026, its #149 holding.
  • Alpha Family Trust first reported a position in United Rentals in Q3 2025 and has held it in 2 quarters since.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.