Apollon Wealth Management
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Apollon Wealth Management’s United Rentals URI Stock Holding History

Apollon Wealth Management’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
Q3 		$3.39M Buy
3,390
+149
+5% +$159K 0.04% 357
2026
Q2 		$3.67M Buy
3,241
+854
+36% +$812K 0.04% 335
2026
Q1 		$1.74M Buy
2,387
+164
+7% +$138K 0.03% 430
2025
Q4 		$1.8M Buy
2,223
+5
+0.2% +$4.34K 0.03% 390
2025
Q3 		$2.12M Buy
2,218
+381
+21% +$340K 0.04% 367
2025
Q2 		$1.38M Buy
1,837
+388
+27% +$259K 0.03% 456
2025
Q1 		$908K Buy
1,449
+145
+11% +$100K 0.02% 535
2024
Q4 		$919K Sell
1,304
-112
-8% -$91K 0.02% 545
2024
Q3 		$1.15M Buy
1,416
+217
+18% +$156K 0.03% 443
2024
Q2 		$775K Buy
1,199
+56
+5% +$37.2K 0.02% 546
2024
Q1 		$824K Buy
1,143
+89
+8% +$57.1K 0.03% 527
2023
Q4 		$604K Buy
+1,054
New +$497K 0.02% 597
2023
Q3 		– Sell
-470
Closed -$209K – 997
2023
Q2 		$209K Buy
+470
New +$174K 0.01% 855
2020
Q3 		– Sell
-50
Closed -$7K – 655
2020
Q2 		$7K Buy
+50
New +$6.34K ﹤0.01% 534

Other funds holding URI

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Apollon Wealth Management's URI Position: Q3 2026 in Review

Apollon Wealth Management increased its United Rentals (URI) stake by 4.6% in Q3 2026, buying an estimated $159K and bringing the position to 3,390 shares worth $3.39M. The position accounts for 0.04% of the portfolio, ranked #357.

Apollon Wealth Management first reported a position in URI in Q2 2020 and has held it in 14 quarters since. The position peaked at $3.67M in Q2 2026. 1,183 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Apollon Wealth Management held 3,390 shares of United Rentals worth $3.39M as of Q3 2026.
  • Apollon Wealth Management bought 149 United Rentals shares in Q3 2026, an estimated $159K.
  • United Rentals made up 0.04% of Apollon Wealth Management's portfolio in Q3 2026, its #357 holding.
  • Apollon Wealth Management first reported a position in United Rentals in Q2 2020 and has held it in 14 quarters since.
  • Apollon Wealth Management's United Rentals position peaked at $3.67M in Q2 2026.
  • 1,183 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.