CFO
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Collective Family Office’s United Rentals URI Stock Holding History

Collective Family Office’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 		$860K Sell
759
-46
-6% -$43.8K 0.18% 90
2026
Q1 		$586K Sell
805
-42
-5% -$35.3K 0.13% 102
2025
Q4 		$685K Sell
847
-19
-2% -$16.5K 0.16% 95
2025
Q3 		$827K Sell
866
-16
-2% -$14.3K 0.2% 85
2025
Q2 		$664K Buy
882
+10
+1% +$6.69K 0.17% 95
2025
Q1 		$546K Sell
872
-219
-20% -$151K 0.15% 101
2024
Q4 		$769K Sell
1,091
-25
-2% -$20.3K 0.21% 88
2024
Q3 		$904K Sell
1,116
-15
-1% -$10.8K 0.25% 80
2024
Q2 		$731K Sell
1,131
-21
-2% -$14K 0.22% 93
2024
Q1 		$831K Hold
1,152
– – 0.27% 81
2023
Q4 		$661K Sell
1,152
-160
-12% -$75.5K 0.23% 87
2023
Q3 		$583K Buy
1,312
+125
+11% +$57.2K 0.23% 86
2023
Q2 		$529K Sell
1,187
-25
-2% -$9.27K 0.21% 96
2023
Q1 		$480K Sell
1,212
-25
-2% -$10.5K 0.2% 100
2022
Q4 		$440K Buy
1,237
+10
+0.8% +$3.29K 0.2% 102
2022
Q3 		$331K Sell
1,227
-248
-17% -$72.2K 0.16% 126
2022
Q2 		$358K Sell
1,475
-517
-26% -$152K 0.16% 135
2022
Q1 		$708K Buy
1,992
+617
+45% +$201K 0.27% 96
2021
Q4 		$457K Hold
1,375
– – 0.18% 122
2021
Q3 		$483K Buy
1,375
+25
+2% +$8.39K 0.21% 107
2021
Q2 		$431K Buy
1,350
+100
+8% +$32.3K 0.18% 119
2021
Q1 		$412K Sell
1,250
-525
-30% -$149K 0.2% 120
2020
Q4 		$412K Buy
+1,775
New +$375K 0.23% 107

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

Collective Family Office's URI Position: Q2 2026 in Review

Collective Family Office reduced its United Rentals (URI) stake by 5.7% in Q2 2026, selling an estimated $43.8K and leaving 759 shares worth $860K. The position accounts for 0.18% of the portfolio, ranked #90.

Collective Family Office first reported a position in URI in Q4 2020 and has held it in 23 quarters since. The position peaked at $904K in Q3 2024. 1,592 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Collective Family Office held 759 shares of United Rentals worth $860K as of Q2 2026.
  • Collective Family Office sold 46 United Rentals shares in Q2 2026, an estimated $43.8K.
  • United Rentals made up 0.18% of Collective Family Office's portfolio in Q2 2026, its #90 holding.
  • Collective Family Office first reported a position in United Rentals in Q4 2020 and has held it in 23 quarters since.
  • Collective Family Office's United Rentals position peaked at $904K in Q3 2024.
  • 1,592 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.