Axxcess Wealth Management’s United Rentals URI Stock Holding History

Axxcess 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	$824K	Buy	+728	New	+$693K	0.01%	575
2026 Q1	–	Sell	-666	Closed	-$539K	–	963
2025 Q4	$539K	Buy	666 +29	+5%	+$25.2K	0.01%	679
2025 Q3	$608K	Buy	637 +227	+55%	+$202K	0.01%	573
2025 Q2	$309K	Buy	+410	New	+$274K	0.01%	707
2025 Q1	–	Sell	-582	Closed	-$410K	–	936
2024 Q4	$410K	Buy	582 +39	+7%	+$31.7K	0.01%	593
2024 Q3	$440K	Buy	+543	New	+$391K	0.01%	580
2024 Q2	–	Sell	-1,974	Closed	-$1.42M	–	948
2024 Q1	$1.42M	Buy	1,974 +295	+18%	+$189K	0.04%	309
2023 Q4	$963K	Hold	1,679	–	–	0.03%	366
2023 Q3	$746K	Buy	+1,679	New	+$769K	0.03%	371
2023 Q2	–	Sell	-1,679	Closed	-$664K	–	686
2023 Q1	$664K	Buy	1,679 +120	+8%	+$50.4K	0.05%	310
2022 Q4	$554K	Buy	+1,559	New	+$512K	0.05%	342

Other funds holding URI

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Axxcess Wealth Management's URI Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in United Rentals (URI) in Q2 2026: 728 shares worth $824K. The stake represents 0.01% of the portfolio and ranks #575 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in URI as recently as Q4 2025.

Axxcess Wealth Management first reported a position in URI in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.42M in Q1 2024. 820 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Axxcess Wealth Management held 728 shares of United Rentals worth $824K as of Q2 2026.
United Rentals was a new Axxcess Wealth Management position in Q2 2026.
United Rentals made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #575 holding.
Axxcess Wealth Management first reported a position in United Rentals in Q4 2022 and has held it in 11 quarters since.
Axxcess Wealth Management's United Rentals position peaked at $1.42M in Q1 2024.
820 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.