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Centricity Wealth Management’s United Rentals URI Stock Holding History

Centricity 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
2025
Q2 		$18.1K Hold
24
– – 0.01% 272
2025
Q1 		$15K Hold
24
– – 0.01% 281
2024
Q4 		$16.9K Buy
+24
New +$19.5K 0.02% 273

Other funds holding URI

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Centricity Wealth Management's URI Position: Q2 2025 in Review

Centricity Wealth Management held its United Rentals (URI) position steady in Q2 2025 at 24 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #272.

Centricity Wealth Management first reported a position in URI in Q4 2024 and has held it in 3 quarters since. 1,347 funds tracked by Wall St. Rank hold URI as of Q2 2025.

  • Centricity Wealth Management held 24 shares of United Rentals worth $18.1K as of Q2 2025.
  • Centricity Wealth Management left its United Rentals share count unchanged in Q2 2025.
  • United Rentals made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #272 holding.
  • Centricity Wealth Management first reported a position in United Rentals in Q4 2024 and has held it in 3 quarters since.
  • 1,347 funds tracked by Wall St. Rank held United Rentals as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.