CPIG
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Chicago Partners Investment Group’s United Rentals URI Stock Holding History

Chicago Partners Investment Group’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 		$649K Buy
569
+52
+10% +$49.5K 0.01% 847
2026
Q1 		$415K Sell
517
-227
-31% -$191K 0.01% 985
2025
Q4 		$684K Buy
744
+225
+43% +$195K 0.02% 598
2025
Q3 		$454K Buy
519
+28
+6% +$25K 0.01% 760
2025
Q2 		$395K Buy
491
+32
+7% +$21.4K 0.01% 699
2025
Q1 		$299K Buy
459
+114
+33% +$78.4K 0.01% 689
2024
Q4 		$231K Buy
345
+5
+1% +$4.06K 0.01% 760
2024
Q3 		$283K Sell
340
-4
-1% -$2.88K 0.01% 639
2024
Q2 		$253K Sell
344
-56
-14% -$37.2K 0.01% 644
2024
Q1 		$265K Buy
400
+16
+4% +$10.3K 0.01% 604
2023
Q4 		$222K Buy
+384
New +$181K 0.01% 624

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 $3.38T AUM 44.17% 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

Chicago Partners Investment Group's URI Position: Q2 2026 in Review

Chicago Partners Investment Group increased its United Rentals (URI) stake by 10% in Q2 2026, buying an estimated $49.5K and bringing the position to 569 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #847.

Chicago Partners Investment Group first reported a position in URI in Q4 2023 and has held it in 11 quarters since. The position peaked at $684K in Q4 2025. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Chicago Partners Investment Group held 569 shares of United Rentals worth $649K as of Q2 2026.
  • Chicago Partners Investment Group bought 52 United Rentals shares in Q2 2026, an estimated $49.5K.
  • United Rentals made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #847 holding.
  • Chicago Partners Investment Group first reported a position in United Rentals in Q4 2023 and has held it in 11 quarters since.
  • Chicago Partners Investment Group's United Rentals position peaked at $684K in Q4 2025.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.