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Copperwynd Financial’s United Rentals URI Stock Holding History

Copperwynd Financial’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 		$992K Buy
1,317
+22
+2% +$14.7K 0.25% 70
2025
Q1 		$812K Buy
1,295
+46
+4% +$31.6K 0.22% 92
2024
Q4 		$880K Sell
1,249
-8
-0.6% -$6.5K 0.24% 73
2024
Q3 		$1.02M Buy
1,257
+8
+0.6% +$5.75K 0.31% 58
2024
Q2 		$946K Buy
1,249
+46
+4% +$30.6K 0.31% 51
2024
Q1 		$868K Sell
1,203
-97
-7% -$62.2K 0.31% 49
2023
Q4 		$746K Sell
1,300
-123
-9% -$58K 0.3% 61
2023
Q3 		$633K Sell
1,423
-74
-5% -$33.9K 0.3% 61
2023
Q2 		$667K Buy
1,497
+61
+4% +$22.6K 0.31% 74
2023
Q1 		$568K Sell
1,436
-4
-0.3% -$1.68K 0.29% 79
2022
Q4 		$512K Buy
+1,440
New +$473K 0.29% 84

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Copperwynd Financial's URI Position: Q2 2025 in Review

Copperwynd Financial increased its United Rentals (URI) stake by 1.7% in Q2 2025, buying an estimated $14.7K and bringing the position to 1,317 shares worth $992K. The position accounts for 0.25% of the portfolio, ranked #70.

Copperwynd Financial first reported a position in URI in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.02M in Q3 2024. 1,347 funds tracked by Wall St. Rank hold URI as of Q2 2025.

  • Copperwynd Financial held 1,317 shares of United Rentals worth $992K as of Q2 2025.
  • Copperwynd Financial bought 22 United Rentals shares in Q2 2025, an estimated $14.7K.
  • United Rentals made up 0.25% of Copperwynd Financial's portfolio in Q2 2025, its #70 holding.
  • Copperwynd Financial first reported a position in United Rentals in Q4 2022 and has held it in 11 quarters since.
  • Copperwynd Financial's United Rentals position peaked at $1.02M in Q3 2024.
  • 1,347 funds tracked by Wall St. Rank held United Rentals as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.