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Capstone Wealth Management Group (Oregon)’s United Rentals URI Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$1.05M Buy
923
+57
+7% +$54.2K 0.63% 42
2026
Q1 		$631K Buy
866
+77
+10% +$64.7K 0.39% 56
2025
Q4 		$639K Buy
789
+2
+0.3% +$1.74K 0.39% 54
2025
Q3 		$752K Buy
787
+1
+0.1% +$891 0.48% 50
2025
Q2 		$592K Buy
786
+2
+0.3% +$1.34K 0.43% 53
2025
Q1 		$491K Sell
784
-95
-11% -$65.3K 0.39% 55
2024
Q4 		$619K Buy
+879
New +$714K 0.47% 48

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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

Capstone Wealth Management Group (Oregon)'s URI Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) increased its United Rentals (URI) stake by 6.6% in Q2 2026, buying an estimated $54.2K and bringing the position to 923 shares worth $1.05M. The position accounts for 0.63% of the portfolio, ranked #42.

Capstone Wealth Management Group (Oregon) first reported a position in URI in Q4 2024 and has held it in 7 quarters since. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Capstone Wealth Management Group (Oregon) held 923 shares of United Rentals worth $1.05M as of Q2 2026.
  • Capstone Wealth Management Group (Oregon) bought 57 United Rentals shares in Q2 2026, an estimated $54.2K.
  • United Rentals made up 0.63% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #42 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in United Rentals in Q4 2024 and has held it in 7 quarters since.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.