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Bogart Wealth LLC’s United Rentals URI Stock Holding History

Bogart Wealth LLC’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 		$15.9K Buy
14
+7
+100% +$6.66K ﹤0.01% 865
2026
Q1 		$5.1K Sell
7
-147
-95% -$123K ﹤0.01% 1059
2025
Q4 		$125K Buy
154
+75
+95% +$65.1K 0.01% 316
2025
Q3 		$75.4K Sell
79
-184
-70% -$164K ﹤0.01% 368
2025
Q2 		$198K Buy
263
+251
+2,092% +$168K 0.01% 238
2025
Q1 		$7.52K Buy
+12
New +$8.25K ﹤0.01% 826

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's URI Position: Q2 2026 in Review

Bogart Wealth LLC increased its United Rentals (URI) stake by 100% in Q2 2026, buying an estimated $6.66K and bringing the position to 14 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Bogart Wealth LLC first reported a position in URI in Q1 2025 and has held it in 6 quarters since. The position peaked at $198K in Q2 2025. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Bogart Wealth LLC held 14 shares of United Rentals worth $15.9K as of Q2 2026.
  • Bogart Wealth LLC bought 7 United Rentals shares in Q2 2026, an estimated $6.66K.
  • United Rentals made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #865 holding.
  • Bogart Wealth LLC first reported a position in United Rentals in Q1 2025 and has held it in 6 quarters since.
  • Bogart Wealth LLC's United Rentals position peaked at $198K in Q2 2025.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.