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Cornerstone Financial Management’s United Rentals URI Stock Holding History

Cornerstone Financial 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 		$20.4K Buy
18
+8
+80% +$7.61K 0.02% 268
2026
Q1 		$7.29K Buy
10
+2
+25% +$1.68K 0.01% 381
2025
Q4 		$6.47K Buy
+8
New +$6.94K 0.01% 372

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Capital Research Global Investors
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Franklin Resources
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Geode Capital Management
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Capital World Investors
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Morgan Stanley
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Cornerstone Financial Management's URI Position: Q2 2026 in Review

Cornerstone Financial Management increased its United Rentals (URI) stake by 80% in Q2 2026, buying an estimated $7.61K and bringing the position to 18 shares worth $20.4K. The position accounts for 0.02% of the portfolio, ranked #268.

Cornerstone Financial Management first reported a position in URI in Q4 2025 and has held it in 3 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Cornerstone Financial Management held 18 shares of United Rentals worth $20.4K as of Q2 2026.
  • Cornerstone Financial Management bought 8 United Rentals shares in Q2 2026, an estimated $7.61K.
  • United Rentals made up 0.02% of Cornerstone Financial Management's portfolio in Q2 2026, its #268 holding.
  • Cornerstone Financial Management first reported a position in United Rentals in Q4 2025 and has held it in 3 quarters since.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.