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Consultiva Wealth Management’s United Rentals URI Stock Holding History

Consultiva 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
2026
Q2 		$1.13M Hold
1,000
– – 2.55% 8
2026
Q1 		$729K Hold
1,000
– – 2.11% 9
2025
Q4 		$809K Hold
1,000
– – 2.27% 10
2025
Q3 		$955K Hold
1,000
– – 2.68% 9
2025
Q2 		$753K Hold
1,000
– – 2.32% 10
2025
Q1 		$627K Buy
+1,000
New +$687K 2.15% 10

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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

Consultiva Wealth Management's URI Position: Q2 2026 in Review

Consultiva Wealth Management held its United Rentals (URI) position steady in Q2 2026 at 1,000 shares worth $1.13M. The position accounts for 2.55% of the portfolio, ranked #8.

Consultiva Wealth Management first reported a position in URI in Q1 2025 and has held it in 6 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Consultiva Wealth Management held 1,000 shares of United Rentals worth $1.13M as of Q2 2026.
  • Consultiva Wealth Management left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 2.55% of Consultiva Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Consultiva Wealth Management first reported a position in United Rentals in Q1 2025 and has held it in 6 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.