Corient Private Wealth
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Corient Private Wealth’s United Rentals URI Stock Holding History

Corient Private Wealth’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 		$18.5M Buy
16,369
+1,334
+9% +$1.27M 0.03% 436
2026
Q1 		$10.9M Sell
15,035
-5,492
-27% -$4.61M 0.02% 598
2025
Q4 		$16.7M Buy
20,527
+1,065
+5% +$924K 0.02% 440
2025
Q3 		$18.6M Buy
19,462
+2,393
+14% +$2.13M 0.03% 402
2025
Q2 		$12.9M Buy
17,069
+249
+1% +$167K 0.02% 465
2025
Q1 		$10.5M Buy
16,820
+1,774
+12% +$1.22M 0.02% 507
2024
Q4 		$10.6M Sell
15,046
-1,460
-9% -$1.19M 0.02% 504
2024
Q3 		$13.4M Buy
16,506
+3,742
+29% +$2.69M 0.02% 493
2024
Q2 		$8.26M Sell
12,764
-70
-0.5% -$46.5K 0.01% 570
2024
Q1 		$9.25M Buy
12,834
+234
+2% +$150K 0.02% 540
2023
Q4 		$7.22M Sell
12,600
-1,090
-8% -$514K 0.01% 605
2023
Q3 		$6.09M Buy
13,690
+614
+5% +$281K 0.01% 599
2023
Q2 		$5.82M Sell
13,076
-3,474
-21% -$1.29M 0.01% 589
2023
Q1 		$6.55M Buy
16,550
+1,684
+11% +$707K 0.02% 521
2022
Q4 		$5.28M Buy
+14,866
New +$4.88M 0.02% 490

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

Corient Private Wealth's URI Position: Q2 2026 in Review

Corient Private Wealth increased its United Rentals (URI) stake by 8.9% in Q2 2026, buying an estimated $1.27M and bringing the position to 16,369 shares worth $18.5M. The position accounts for 0.03% of the portfolio, ranked #436.

Corient Private Wealth first reported a position in URI in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.6M in Q3 2025. 1,591 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Corient Private Wealth held 16,369 shares of United Rentals worth $18.5M as of Q2 2026.
  • Corient Private Wealth bought 1,334 United Rentals shares in Q2 2026, an estimated $1.27M.
  • United Rentals made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #436 holding.
  • Corient Private Wealth first reported a position in United Rentals in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's United Rentals position peaked at $18.6M in Q3 2025.
  • 1,591 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.