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Bellwether Advisors’s United Rentals URI Stock Holding History

Bellwether Advisors’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 		$6.62M Hold
5,843
– – 0.98% 30
2026
Q1 		$4.26M Hold
5,843
– – 0.72% 35
2025
Q4 		$4.73M Sell
5,843
-69
-1% -$59.9K 0.75% 31
2025
Q3 		$5.64M Sell
5,912
-113
-2% -$101K 0.93% 20
2025
Q2 		$4.54M Sell
6,025
-88
-1% -$58.9K 0.78% 33
2025
Q1 		$3.83M Hold
6,113
– – 0.8% 29
2024
Q4 		$4.31M Sell
6,113
-75
-1% -$61K 0.77% 27
2024
Q3 		$5.01M Sell
6,188
-10
-0.2% -$7.19K 0.96% 26
2024
Q2 		$4.01M Buy
6,198
+41
+0.7% +$27.2K 0.84% 27
2024
Q1 		$4.44M Sell
6,157
-49
-0.8% -$31.4K 0.98% 26
2023
Q4 		$3.56M Hold
6,206
– – 0.87% 32
2023
Q3 		$2.76M Hold
6,206
– – 0.75% 31
2023
Q2 		$2.76M Sell
6,206
-45
-0.7% -$16.7K 0.81% 24
2023
Q1 		$2.47M Hold
6,251
– – 0.68% 31
2022
Q4 		$2.22M Sell
6,251
-79
-1% -$26K 0.65% 35
2022
Q3 		$1.71M Sell
6,330
-183
-3% -$53.3K 0.56% 41
2022
Q2 		$1.58M Sell
6,513
-161
-2% -$47.4K 0.51% 42
2022
Q1 		$2.37M Sell
6,674
-113
-2% -$36.9K 0.71% 31
2021
Q4 		$2.25M Buy
6,787
+64
+1% +$22.8K 0.7% 30
2021
Q3 		$2.36M Sell
6,723
-5,120
-43% -$1.72M 0.78% 28
2021
Q2 		$3.78M Sell
11,843
-1,638
-12% -$529K 1.3% 19
2021
Q1 		$4.44M Sell
13,481
-6,954
-34% -$1.97M 1.76% 16
2020
Q4 		$4.74M Buy
+20,435
New +$4.32M 2.09% 13

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

Bellwether Advisors's URI Position: Q2 2026 in Review

Bellwether Advisors held its United Rentals (URI) position steady in Q2 2026 at 5,843 shares worth $6.62M. The position accounts for 0.98% of the portfolio, ranked #30.

Bellwether Advisors first reported a position in URI in Q4 2020 and has held it in 23 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Bellwether Advisors held 5,843 shares of United Rentals worth $6.62M as of Q2 2026.
  • Bellwether Advisors left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 0.98% of Bellwether Advisors's portfolio in Q2 2026, its #30 holding.
  • Bellwether Advisors first reported a position in United Rentals in Q4 2020 and has held it in 23 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.