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Atlantic Private Wealth’s United Rentals URI Stock Holding History

Atlantic Private Wealth’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 		$1.14K Hold
1
– – ﹤0.01% 230
2026
Q1 		$730 Hold
1
– – ﹤0.01% 254
2025
Q4 		$811 Buy
+1
New +$868 ﹤0.01% 272

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

Atlantic Private Wealth held its United Rentals (URI) position steady in Q2 2026 at 1 share worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Atlantic Private Wealth first reported a position in URI in Q4 2025 and has held it in 3 quarters since. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Atlantic Private Wealth held 1 share of United Rentals worth $1.14K as of Q2 2026.
  • Atlantic Private Wealth left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #230 holding.
  • Atlantic Private Wealth first reported a position in United Rentals in Q4 2025 and has held it in 3 quarters since.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.