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Confluence Wealth Services’s United Rentals URI Stock Holding History

Confluence Wealth Services’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 		$713K Buy
629
+142
+29% +$135K 0.02% 283
2026
Q1 		$355K Hold
487
– – 0.01% 301
2025
Q4 		$394K Buy
487
+13
+3% +$11.3K 0.02% 284
2025
Q3 		$453K Sell
474
-34
-7% -$30.3K 0.02% 262
2025
Q2 		$383K Sell
508
-94
-16% -$62.9K 0.02% 279
2025
Q1 		$355K Buy
+602
New +$414K 0.02% 273
2022
Q1 		– Sell
-9
Closed -$2K – 1106
2021
Q4 		$2K Buy
+9
New +$3.21K ﹤0.01% 1164

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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
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Geode Capital Management
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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

Confluence Wealth Services's URI Position: Q2 2026 in Review

Confluence Wealth Services increased its United Rentals (URI) stake by 29% in Q2 2026, buying an estimated $135K and bringing the position to 629 shares worth $713K. The position accounts for 0.02% of the portfolio, ranked #283.

Confluence Wealth Services first reported a position in URI in Q4 2021 and has held it in 7 quarters since. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Confluence Wealth Services held 629 shares of United Rentals worth $713K as of Q2 2026.
  • Confluence Wealth Services bought 142 United Rentals shares in Q2 2026, an estimated $135K.
  • United Rentals made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #283 holding.
  • Confluence Wealth Services first reported a position in United Rentals in Q4 2021 and has held it in 7 quarters since.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.