Bartlett & Co Wealth Management’s United Rentals URI Stock Holding History

Bartlett & Co 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	$86.1K	Buy	76 +3	+4%	+$2.85K	﹤0.01%	652
2026 Q1	$67.5K	Buy	73 +14	+24%	+$11.8K	﹤0.01%	627
2025 Q4	$47.8K	Hold	59	–	–	﹤0.01%	682
2025 Q3	$56.3K	Buy	59 +3	+5%	+$2.67K	﹤0.01%	651
2025 Q2	$42.2K	Buy	56 +1	+2%	+$669	﹤0.01%	682
2025 Q1	$34.5K	Sell	55 -210	-79%	-$144K	﹤0.01%	725
2024 Q4	$187K	Hold	265	–	–	﹤0.01%	450
2024 Q3	$215K	Sell	265 -5	-2%	-$3.6K	﹤0.01%	429
2024 Q2	$175K	Hold	270	–	–	﹤0.01%	455
2024 Q1	$195K	Sell	270 -90	-25%	-$57.8K	﹤0.01%	454
2023 Q4	$208K	Sell	360 -45	-11%	-$21.2K	﹤0.01%	467
2023 Q3	$180K	Sell	405 -10	-2%	-$4.58K	﹤0.01%	460
2023 Q2	$185K	Buy	+415	New	+$154K	﹤0.01%	463
2021 Q3	–	Sell	-9	Closed	-$2.87K	–	1078
2021 Q2	$2.87K	Hold	9	–	–	﹤0.01%	814
2021 Q1	$2.96K	Hold	9	–	–	﹤0.01%	845
2020 Q4	$2.09K	Buy	+9	New	+$1.9K	﹤0.01%	914

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

Bartlett & Co Wealth Management's URI Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its United Rentals (URI) stake by 4.1% in Q2 2026, buying an estimated $2.85K and bringing the position to 76 shares worth $86.1K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Bartlett & Co Wealth Management first reported a position in URI in Q4 2020 and has held it in 16 quarters since. The position peaked at $215K in Q3 2024. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Bartlett & Co Wealth Management held 76 shares of United Rentals worth $86.1K as of Q2 2026.
Bartlett & Co Wealth Management bought 3 United Rentals shares in Q2 2026, an estimated $2.85K.
United Rentals made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #652 holding.
Bartlett & Co Wealth Management first reported a position in United Rentals in Q4 2020 and has held it in 16 quarters since.
Bartlett & Co Wealth Management's United Rentals position peaked at $215K in Q3 2024.
1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.