CCWM
URI icon

Cassaday & Co Wealth Management’s United Rentals URI Stock Holding History

Cassaday & Co 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 		$188K Sell
166
-5
-3% -$4.76K ﹤0.01% 362
2026
Q1 		$125K Buy
+171
New +$144K ﹤0.01% 410
2025
Q3 		– Sell
-430
Closed -$324K – 351
2025
Q2 		$324K Buy
+430
New +$288K 0.01% 255

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

Cassaday & Co Wealth Management's URI Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its United Rentals (URI) stake by 2.9% in Q2 2026, selling an estimated $4.76K and leaving 166 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Cassaday & Co Wealth Management first reported a position in URI in Q2 2025 and has held it in 3 quarters since. The position peaked at $324K in Q2 2025. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Cassaday & Co Wealth Management held 166 shares of United Rentals worth $188K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 5 United Rentals shares in Q2 2026, an estimated $4.76K.
  • United Rentals made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #362 holding.
  • Cassaday & Co Wealth Management first reported a position in United Rentals in Q2 2025 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's United Rentals position peaked at $324K in Q2 2025.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.