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Apella Capital’s United Rentals URI Stock Holding History

Apella Capital’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 		$383K Buy
362
+26
+8% +$24.7K 0.01% 533
2026
Q1 		$268K Buy
336
+6
+2% +$5.04K ﹤0.01% 584
2025
Q4 		$267K Buy
330
+30
+10% +$26K 0.01% 464
2025
Q3 		$302K Buy
300
+13
+5% +$11.6K 0.01% 391
2025
Q2 		$225K Buy
+287
New +$192K 0.01% 395

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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

Apella Capital's URI Position: Q2 2026 in Review

Apella Capital increased its United Rentals (URI) stake by 7.7% in Q2 2026, buying an estimated $24.7K and bringing the position to 362 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #533.

Apella Capital first reported a position in URI in Q2 2025 and has held it in 5 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Apella Capital held 362 shares of United Rentals worth $383K as of Q2 2026.
  • Apella Capital bought 26 United Rentals shares in Q2 2026, an estimated $24.7K.
  • United Rentals made up 0.01% of Apella Capital's portfolio in Q2 2026, its #533 holding.
  • Apella Capital first reported a position in United Rentals in Q2 2025 and has held it in 5 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.