Bright Futures Wealth Management’s United Rentals URI Stock Holding History

Bright Futures 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	$492K	Hold	434	–	–	0.32%	95
2026 Q1	$316K	Buy	434 +4	+0.9%	+$3.36K	0.22%	113
2025 Q4	$348K	Sell	430 -11	-2%	-$9.55K	0.26%	101
2025 Q3	$421K	Buy	+441	New	+$393K	0.33%	89
2025 Q1	$268K	Sell	469 -93	-17%	-$63.9K	0.29%	89
2024 Q4	$426K	Sell	562 -1,244	-69%	-$1.01M	0.38%	74
2024 Q3	$1.47M	Sell	1,806 -607	-25%	-$437K	0.71%	34
2024 Q2	$1.62M	Sell	2,413 -19	-0.8%	-$12.6K	0.88%	28
2024 Q1	$1.52M	Buy	+2,432	New	+$1.56M	0.82%	34

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

Bright Futures Wealth Management's URI Position: Q2 2026 in Review

Bright Futures Wealth Management held its United Rentals (URI) position steady in Q2 2026 at 434 shares worth $492K. The position accounts for 0.32% of the portfolio, ranked #95.

Bright Futures Wealth Management first reported a position in URI in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.62M in Q2 2024. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Bright Futures Wealth Management held 434 shares of United Rentals worth $492K as of Q2 2026.
Bright Futures Wealth Management left its United Rentals share count unchanged in Q2 2026.
United Rentals made up 0.32% of Bright Futures Wealth Management's portfolio in Q2 2026, its #95 holding.
Bright Futures Wealth Management first reported a position in United Rentals in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's United Rentals position peaked at $1.62M in Q2 2024.
1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.