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Congress Wealth Management’s United Rentals URI Stock Holding History

Congress Wealth Management’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
2025
Q2 		$9.34M Buy
12,402
+6,274
+102% +$4.2M 0.09% 262
2025
Q1 		$3.84M Sell
6,128
-597
-9% -$410K 0.05% 370
2024
Q4 		$4.74M Sell
6,725
-108
-2% -$87.8K 0.07% 291
2024
Q3 		$5.53M Buy
6,833
+2,605
+62% +$1.87M 0.07% 282
2024
Q2 		$2.73M Sell
4,228
-101
-2% -$67.1K 0.04% 312
2024
Q1 		$3.12M Sell
4,329
-350
-7% -$225K 0.05% 270
2023
Q4 		$2.68M Sell
4,679
-29
-0.6% -$13.7K 0.05% 285
2023
Q3 		$2.09M Hold
4,708
– – 0.04% 298
2023
Q2 		$2.1M Sell
4,708
-11,142
-70% -$4.13M 0.05% 254
2023
Q1 		$6.27M Sell
15,850
-2,414
-13% -$1.01M 0.15% 165
2022
Q4 		$6.49M Sell
18,264
-2,330
-11% -$766K 0.17% 164
2022
Q3 		$5.56M Sell
20,594
-7,720
-27% -$2.25M 0.15% 171
2022
Q2 		$6.88M Sell
28,314
-28
-0.1% -$8.24K 0.18% 162
2022
Q1 		$10.1M Sell
28,342
-149
-0.5% -$48.7K 0.22% 136
2021
Q4 		$9.47M Buy
+28,491
New +$10.2M 0.19% 158

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Congress Wealth Management's URI Position: Q2 2025 in Review

Congress Wealth Management increased its United Rentals (URI) stake by 102% in Q2 2025, buying an estimated $4.2M and bringing the position to 12,402 shares worth $9.34M. The position accounts for 0.09% of the portfolio, ranked #262.

Congress Wealth Management first reported a position in URI in Q4 2021 and has held it in 15 quarters since. The position peaked at $10.1M in Q1 2022. 1,347 funds tracked by Wall St. Rank hold URI as of Q2 2025.

  • Congress Wealth Management held 12,402 shares of United Rentals worth $9.34M as of Q2 2025.
  • Congress Wealth Management bought 6,274 United Rentals shares in Q2 2025, an estimated $4.2M.
  • United Rentals made up 0.09% of Congress Wealth Management's portfolio in Q2 2025, its #262 holding.
  • Congress Wealth Management first reported a position in United Rentals in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's United Rentals position peaked at $10.1M in Q1 2022.
  • 1,347 funds tracked by Wall St. Rank held United Rentals as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.