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Clark Wealth Partners’s United Rentals URI Stock Holding History

Clark Wealth Partners’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 		$39.7K Hold
35
– – 0.02% 130
2026
Q1 		$25.5K Buy
35
+1
+3% +$840 0.02% 154
2025
Q4 		$27.5K Hold
34
– – 0.02% 145
2025
Q3 		$27.5K Sell
34
-15
-31% -$13.4K 0.02% 145
2025
Q2 		$36.9K Buy
49
+5
+11% +$3.34K 0.02% 108
2025
Q1 		$27.6K Sell
44
-4
-8% -$2.75K 0.02% 134
2024
Q4 		$33.8K Buy
+48
New +$39K 0.03% 102

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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

Clark Wealth Partners's URI Position: Q2 2026 in Review

Clark Wealth Partners held its United Rentals (URI) position steady in Q2 2026 at 35 shares worth $39.7K. The position accounts for 0.02% of the portfolio, ranked #130.

Clark Wealth Partners first reported a position in URI in Q4 2024 and has held it in 7 quarters since. 1,496 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Clark Wealth Partners held 35 shares of United Rentals worth $39.7K as of Q2 2026.
  • Clark Wealth Partners left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 0.02% of Clark Wealth Partners's portfolio in Q2 2026, its #130 holding.
  • Clark Wealth Partners first reported a position in United Rentals in Q4 2024 and has held it in 7 quarters since.
  • 1,496 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.