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Clearstead Trust’s United Rentals URI Stock Holding History

Clearstead Trust’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 		$13.6K Hold
12
– – ﹤0.01% 550
2026
Q1 		$8.74K Hold
12
– – ﹤0.01% 620
2025
Q4 		$9.71K Sell
12
-3
-20% -$2.6K ﹤0.01% 595
2025
Q3 		$14.3K Hold
15
– – ﹤0.01% 510
2025
Q2 		$11.3K Sell
15
-3
-17% -$2.01K ﹤0.01% 559
2025
Q1 		$11.3K Buy
+18
New +$12.4K ﹤0.01% 446
2023
Q3 		– Sell
-2,449
Closed -$969K – 456
2023
Q2 		$969K Sell
2,449
-17
-0.7% -$6.3K 0.31% 59
2023
Q1 		$976K Buy
+2,466
New +$1.04M 0.31% 63

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 Trust's URI Position: Q2 2026 in Review

Clearstead Trust held its United Rentals (URI) position steady in Q2 2026 at 12 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Clearstead Trust first reported a position in URI in Q1 2023 and has held it in 8 quarters since. The position peaked at $976K in Q1 2023. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Clearstead Trust held 12 shares of United Rentals worth $13.6K as of Q2 2026.
  • Clearstead Trust left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #550 holding.
  • Clearstead Trust first reported a position in United Rentals in Q1 2023 and has held it in 8 quarters since.
  • Clearstead Trust's United Rentals position peaked at $976K in Q1 2023.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

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