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Daymark Wealth Partners’s United Rentals URI Stock Holding History

Daymark Wealth Partners’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 		$922K Buy
814
+291
+56% +$277K 0.02% 351
2026
Q1 		$381K Sell
523
-42
-7% -$35.3K 0.01% 506
2025
Q4 		$458K Sell
565
-2
-0.4% -$1.74K 0.01% 413
2025
Q3 		$542K Sell
567
-60
-10% -$53.5K 0.02% 362
2025
Q2 		$472K Sell
627
-864
-58% -$578K 0.02% 363
2025
Q1 		$934K Buy
1,491
+32
+2% +$22K 0.04% 249
2024
Q4 		$1.03M Sell
1,459
-132
-8% -$107K 0.04% 238
2024
Q3 		$1.29M Buy
1,591
+55
+4% +$39.6K 0.05% 212
2024
Q2 		$993K Buy
+1,536
New +$1.02M 0.05% 238

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JP Morgan Chase
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Vanguard Portfolio Management
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Capital Research Global Investors
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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

Daymark Wealth Partners's URI Position: Q2 2026 in Review

Daymark Wealth Partners increased its United Rentals (URI) stake by 56% in Q2 2026, buying an estimated $277K and bringing the position to 814 shares worth $922K. The position accounts for 0.02% of the portfolio, ranked #351.

Daymark Wealth Partners first reported a position in URI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.29M in Q3 2024. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Daymark Wealth Partners held 814 shares of United Rentals worth $922K as of Q2 2026.
  • Daymark Wealth Partners bought 291 United Rentals shares in Q2 2026, an estimated $277K.
  • United Rentals made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #351 holding.
  • Daymark Wealth Partners first reported a position in United Rentals in Q2 2024 and has held it in 9 quarters since.
  • Daymark Wealth Partners's United Rentals position peaked at $1.29M in Q3 2024.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.