Atlantic Edge Private Wealth Management’s United Rentals URI Stock Holding History

Atlantic Edge Private 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 Q2	$4.05M	Buy	3,571 +217	+6%	+$206K	0.83%	31
2026 Q1	$2.44M	Hold	3,354	–	–	0.6%	41
2025 Q4	$2.71M	Sell	3,354 -40	-1%	-$34.7K	0.67%	37
2025 Q3	$3.24M	Buy	3,394 +15	+0.4%	+$13.4K	0.83%	32
2025 Q2	$2.55M	Buy	3,379 +43	+1%	+$28.8K	0.7%	40
2025 Q1	$2.09M	Buy	3,336 +20	+0.6%	+$13.7K	0.64%	41
2024 Q4	$2.34M	Sell	3,316 -50	-1%	-$40.6K	0.72%	36
2024 Q3	$2.73M	Buy	3,366 +55	+2%	+$39.6K	0.83%	29
2024 Q2	$2.14M	Sell	3,311 -40	-1%	-$26.6K	0.72%	31
2024 Q1	$2.42M	Buy	3,351 +119	+4%	+$76.4K	0.83%	31
2023 Q4	$1.85M	Buy	+3,232	New	+$1.52M	0.75%	35

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

Atlantic Edge Private Wealth Management's URI Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its United Rentals (URI) stake by 6.5% in Q2 2026, buying an estimated $206K and bringing the position to 3,571 shares worth $4.05M. The position accounts for 0.83% of the portfolio, ranked #31.

Atlantic Edge Private Wealth Management first reported a position in URI in Q4 2023 and has held it in 11 quarters since. 1,591 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Atlantic Edge Private Wealth Management held 3,571 shares of United Rentals worth $4.05M as of Q2 2026.
Atlantic Edge Private Wealth Management bought 217 United Rentals shares in Q2 2026, an estimated $206K.
United Rentals made up 0.83% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #31 holding.
Atlantic Edge Private Wealth Management first reported a position in United Rentals in Q4 2023 and has held it in 11 quarters since.
1,591 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.