Cornerstone Wealth Group’s United Rentals URI Stock Holding History

Cornerstone Wealth 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	$390K	Sell	344 -370	-52%	-$352K	0.02%	284
2026 Q1	$576K	Sell	714 -159	-18%	-$134K	0.04%	215
2025 Q4	$707K	Buy	873 +498	+133%	+$432K	0.05%	180
2025 Q3	$358K	Buy	375 +15	+4%	+$13.4K	0.02%	241
2025 Q2	$271K	Buy	+360	New	+$241K	0.02%	264
2025 Q1	–	Sell	-287	Closed	-$202K	–	302
2024 Q4	$202K	Sell	287 -1	-0.3%	-$813	0.02%	263
2024 Q3	$233K	Buy	+288	New	+$207K	0.02%	233
2019 Q2	–	Sell	-2,418	Closed	-$276K	–	179
2019 Q1	$276K	Buy	+2,418	New	+$299K	0.07%	138

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Wealth Group's URI Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its United Rentals (URI) stake by 52% in Q2 2026, selling an estimated $352K and leaving 344 shares worth $390K. The position accounts for 0.02% of the portfolio, ranked #284.

Cornerstone Wealth Group first reported a position in URI in Q1 2019 and has held it in 8 quarters since. The position peaked at $707K in Q4 2025. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Cornerstone Wealth Group held 344 shares of United Rentals worth $390K as of Q2 2026.
Cornerstone Wealth Group sold 370 United Rentals shares in Q2 2026, an estimated $352K.
United Rentals made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #284 holding.
Cornerstone Wealth Group first reported a position in United Rentals in Q1 2019 and has held it in 8 quarters since.
Cornerstone Wealth Group's United Rentals position peaked at $707K in Q4 2025.
1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.