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Cooper Financial Group’s United Rentals URI Stock Holding History

Cooper Financial Group’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 		$771K Sell
681
-197
-22% -$187K 0.06% 207
2026
Q1 		$639K Buy
878
+31
+4% +$26K 0.06% 220
2025
Q4 		$686K Buy
847
+23
+3% +$20K 0.07% 193
2025
Q3 		$787K Buy
824
+17
+2% +$15.1K 0.09% 181
2025
Q2 		$608K Buy
807
+13
+2% +$8.69K 0.07% 210
2025
Q1 		$498K Buy
794
+42
+6% +$28.9K 0.07% 240
2024
Q4 		$530K Buy
752
+23
+3% +$18.7K 0.06% 232
2024
Q3 		$590K Buy
+729
New +$524K 0.08% 221

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

Cooper Financial Group's URI Position: Q2 2026 in Review

Cooper Financial Group reduced its United Rentals (URI) stake by 22% in Q2 2026, selling an estimated $187K and leaving 681 shares worth $771K. The position accounts for 0.06% of the portfolio, ranked #207.

Cooper Financial Group first reported a position in URI in Q3 2024 and has held it in 8 quarters since. The position peaked at $787K in Q3 2025. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Cooper Financial Group held 681 shares of United Rentals worth $771K as of Q2 2026.
  • Cooper Financial Group sold 197 United Rentals shares in Q2 2026, an estimated $187K.
  • United Rentals made up 0.06% of Cooper Financial Group's portfolio in Q2 2026, its #207 holding.
  • Cooper Financial Group first reported a position in United Rentals in Q3 2024 and has held it in 8 quarters since.
  • Cooper Financial Group's United Rentals position peaked at $787K in Q3 2025.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.