Colonial Trust’s United Rentals URI Stock Holding History

Colonial 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	$351K	Hold	310	–	–	0.04%	208
2026 Q1	$226K	Hold	310	–	–	0.03%	274
2025 Q4	$251K	Sell	310 -4	-1%	-$3.47K	0.03%	261
2025 Q3	$300K	Hold	314	–	–	0.04%	242
2025 Q2	$236K	Buy	314 +14	+5%	+$9.36K	0.03%	270
2025 Q1	$188K	Buy	300 +34	+13%	+$23.4K	0.03%	303
2024 Q4	$187K	Buy	266 +12	+5%	+$9.75K	0.03%	322
2024 Q3	$206K	Buy	254 +1	+0.4%	+$719	0.03%	301
2024 Q2	$164K	Buy	253 +145	+134%	+$96.4K	0.03%	315
2024 Q1	$77.9K	Buy	108 +9	+9%	+$5.78K	0.01%	444
2023 Q4	$56.8K	Hold	99	–	–	0.01%	489
2023 Q3	$44K	Hold	99	–	–	0.01%	498
2023 Q2	$44.1K	Buy	99 +34	+52%	+$12.6K	0.01%	499
2023 Q1	$25.7K	Hold	65	–	–	0.01%	549
2022 Q4	$23.1K	Buy	+65	New	+$21.4K	0.01%	546

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Colonial Trust's URI Position: Q2 2026 in Review

Colonial Trust held its United Rentals (URI) position steady in Q2 2026 at 310 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #208.

Colonial Trust first reported a position in URI in Q4 2022 and has held it in 15 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Colonial Trust held 310 shares of United Rentals worth $351K as of Q2 2026.
Colonial Trust left its United Rentals share count unchanged in Q2 2026.
United Rentals made up 0.04% of Colonial Trust's portfolio in Q2 2026, its #208 holding.
Colonial Trust first reported a position in United Rentals in Q4 2022 and has held it in 15 quarters since.
1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.