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Capstone Financial Advisors’s United Rentals URI Stock Holding History

Capstone Financial 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 		$276K Buy
+244
New +$232K 0.01% 146
2025
Q4 		– Sell
-232
Closed -$222K – 195
2025
Q3 		$222K Buy
+232
New +$207K 0.01% 165
2024
Q4 		– Sell
-252
Closed -$204K – 165
2024
Q3 		$204K Buy
+252
New +$181K 0.01% 139

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JP Morgan Chase
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Vanguard Portfolio Management
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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

Capstone Financial Advisors's URI Position: Q2 2026 in Review

Capstone Financial Advisors opened a new position in United Rentals (URI) in Q2 2026: 244 shares worth $276K. The stake represents 0.01% of the portfolio and ranks #146 among its holdings. This is a return to the name: Capstone Financial Advisors previously reported a position in URI as recently as Q3 2025.

Capstone Financial Advisors first reported a position in URI in Q3 2024 and has held it in 3 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Capstone Financial Advisors held 244 shares of United Rentals worth $276K as of Q2 2026.
  • United Rentals was a new Capstone Financial Advisors position in Q2 2026.
  • United Rentals made up 0.01% of Capstone Financial Advisors's portfolio in Q2 2026, its #146 holding.
  • Capstone Financial Advisors first reported a position in United Rentals in Q3 2024 and has held it in 3 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

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