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
Q1 		$10.9M Sell
15,035
-349,457
-96% -$294M 0.02% 598
2025
Q4 		$33.7M Buy
364,492
+345,030
+1,773% +$299M 0.02% 445
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Corient Private Wealth's URI Position: Q1 2026 in Review

Corient Private Wealth reduced its United Rentals (URI) stake by 96% in Q1 2026, selling an estimated $294M and leaving 15,035 shares worth $10.9M. The position accounts for 0.02% of the portfolio, ranked #598.

Corient Private Wealth first reported a position in URI in Q4 2022 and has held it in 14 quarters since. The position peaked at $33.7M in Q4 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Corient Private Wealth held 15,035 shares of United Rentals worth $10.9M as of Q1 2026.
  • Corient Private Wealth sold 349,457 United Rentals shares in Q1 2026, an estimated $294M.
  • United Rentals made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #598 holding.
  • Corient Private Wealth first reported a position in United Rentals in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's United Rentals position peaked at $33.7M in Q4 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.