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Cetera Trust Company’s United Rentals URI Stock Holding History

Cetera Trust Company’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 		$279K Hold
246
– – 0.14% 137
2026
Q1 		$179K Hold
246
– – 0.1% 170
2025
Q4 		$199K Hold
246
– – 0.11% 163
2025
Q3 		$235K Hold
246
– – 0.13% 148
2025
Q2 		$185K Hold
246
– – 0.11% 171
2025
Q1 		$154K Hold
246
– – 0.1% 177
2024
Q4 		$173K Hold
246
– – 0.11% 173
2024
Q3 		$199K Hold
246
– – 0.12% 172
2024
Q2 		$159K Hold
246
– – 0.1% 184
2024
Q1 		$177K Hold
246
– – 0.11% 177
2023
Q4 		$141K Buy
+246
New +$116K 0.09% 181

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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

Cetera Trust Company's URI Position: Q2 2026 in Review

Cetera Trust Company held its United Rentals (URI) position steady in Q2 2026 at 246 shares worth $279K. The position accounts for 0.14% of the portfolio, ranked #137.

Cetera Trust Company first reported a position in URI in Q4 2023 and has held it in 11 quarters since. 1,591 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Cetera Trust Company held 246 shares of United Rentals worth $279K as of Q2 2026.
  • Cetera Trust Company left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 0.14% of Cetera Trust Company's portfolio in Q2 2026, its #137 holding.
  • Cetera Trust Company first reported a position in United Rentals in Q4 2023 and has held it in 11 quarters since.
  • 1,591 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.