DWG
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Darden Wealth Group’s United Rentals URI Stock Holding History

Darden 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
Q1 		$401K Sell
550
-30
-5% -$25.2K 0.2% 94
2025
Q4 		$469K Sell
580
-75
-11% -$65.1K 0.23% 85
2025
Q3 		$625K Buy
655
+155
+31% +$138K 0.33% 66
2025
Q2 		$377K Buy
500
+50
+11% +$33.4K 0.23% 90
2025
Q1 		$282K Hold
450
– – 0.22% 84
2024
Q4 		$317K Hold
450
– – 0.21% 81
2024
Q3 		$364K Hold
450
– – 0.26% 73
2024
Q2 		$291K Hold
450
– – 0.18% 81
2024
Q1 		$325K Hold
450
– – 0.25% 77
2023
Q4 		$258K Buy
+450
New +$212K 0.25% 82

Other funds holding URI

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BlackRock New York $5.7T 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 $1.47T 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