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Ascent Group’s United Rentals URI Stock Holding History

Ascent Group’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 		$438K Sell
387
-8
-2% -$7.61K 0.01% 564
2026
Q1 		$288K Sell
395
-13
-3% -$10.9K 0.01% 634
2025
Q4 		$330K Buy
408
+52
+15% +$45.1K 0.01% 579
2025
Q3 		$340K Buy
356
+62
+21% +$55.2K 0.01% 569
2025
Q2 		$221K Buy
+294
New +$197K 0.01% 658
2022
Q2 		– Sell
-3,307
Closed -$1.18M – 502
2022
Q1 		$1.18M Sell
3,307
-1,229
-27% -$401K 0.14% 205
2021
Q4 		$1.35M Buy
+4,536
New +$1.62M 0.17% 189

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

Ascent Group's URI Position: Q2 2026 in Review

Ascent Group reduced its United Rentals (URI) stake by 2% in Q2 2026, selling an estimated $7.61K and leaving 387 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #564.

Ascent Group first reported a position in URI in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.35M in Q4 2021. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Ascent Group held 387 shares of United Rentals worth $438K as of Q2 2026.
  • Ascent Group sold 8 United Rentals shares in Q2 2026, an estimated $7.61K.
  • United Rentals made up 0.01% of Ascent Group's portfolio in Q2 2026, its #564 holding.
  • Ascent Group first reported a position in United Rentals in Q4 2021 and has held it in 7 quarters since.
  • Ascent Group's United Rentals position peaked at $1.35M in Q4 2021.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.