CA
URI icon

Clearstead Advisors’s United Rentals URI Stock Holding History

Clearstead Advisors’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 		$2.96M Buy
2,611
+821
+46% +$781K 0.03% 324
2026
Q1 		$1.3M Sell
1,790
-330
-16% -$277K 0.01% 450
2025
Q4 		$1.72M Buy
2,120
+150
+8% +$130K 0.02% 357
2025
Q3 		$1.88M Buy
1,970
+30
+2% +$26.7K 0.02% 334
2025
Q2 		$1.46M Buy
1,940
+156
+9% +$104K 0.02% 373
2025
Q1 		$1.12M Buy
1,784
+83
+5% +$57.1K 0.02% 388
2024
Q4 		$1.2M Buy
1,701
+12
+0.7% +$9.75K 0.02% 377
2024
Q3 		$1.37M Hold
1,689
– – 0.02% 359
2024
Q2 		$1.09M Hold
1,689
– – 0.02% 375
2024
Q1 		$1.18M Sell
1,689
-31
-2% -$19.9K 0.06% 206
2023
Q4 		$986K Buy
1,720
+6
+0.4% +$2.83K 0.05% 226
2023
Q3 		$762K Buy
1,714
+9
+0.5% +$4.12K 0.05% 239
2023
Q2 		$759K Sell
1,705
-4
-0.2% -$1.48K 0.05% 235
2023
Q1 		$676K Buy
1,709
+4
+0.2% +$1.68K 0.05% 218
2022
Q4 		$606K Buy
1,705
+311
+22% +$102K 0.05% 226
2022
Q3 		$377K Hold
1,394
– – 0.03% 275
2022
Q2 		$339K Sell
1,394
-729
-34% -$214K 0.03% 297
2022
Q1 		$754K Buy
2,123
+910
+75% +$297K 0.05% 214
2021
Q4 		$403K Buy
1,213
+240
+25% +$85.6K 0.03% 283
2021
Q3 		$341K Sell
973
-8
-0.8% -$2.69K 0.03% 293
2021
Q2 		$313K Sell
981
-58
-6% -$18.7K 0.02% 287
2021
Q1 		$342K Buy
1,039
+81
+8% +$22.9K 0.03% 264
2020
Q4 		$222K Sell
958
-50
-5% -$10.6K 0.02% 307
2020
Q3 		$176K Buy
1,008
+50
+5% +$8.4K 0.02% 287
2020
Q2 		$143K Hold
958
– – 0.02% 310
2020
Q1 		$99K Buy
+958
New +$127K 0.01% 328

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

Clearstead Advisors's URI Position: Q2 2026 in Review

Clearstead Advisors increased its United Rentals (URI) stake by 46% in Q2 2026, buying an estimated $781K and bringing the position to 2,611 shares worth $2.96M. The position accounts for 0.03% of the portfolio, ranked #324.

Clearstead Advisors first reported a position in URI in Q1 2020 and has held it in 26 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Clearstead Advisors held 2,611 shares of United Rentals worth $2.96M as of Q2 2026.
  • Clearstead Advisors bought 821 United Rentals shares in Q2 2026, an estimated $781K.
  • United Rentals made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #324 holding.
  • Clearstead Advisors first reported a position in United Rentals in Q1 2020 and has held it in 26 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.