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Diversified Trust’s United Rentals URI Stock Holding History

Diversified Trust’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 		$2.05M Sell
1,812
-18
-1% -$17.1K 0.03% 265
2026
Q1 		$1.33M Buy
1,830
+8
+0.4% +$6.72K 0.02% 364
2025
Q4 		$1.47M Sell
1,822
-156
-8% -$135K 0.03% 330
2025
Q3 		$1.89M Buy
1,978
+33
+2% +$29.4K 0.04% 264
2025
Q2 		$1.47M Sell
1,945
-187
-9% -$125K 0.03% 294
2025
Q1 		$1.34M Sell
2,132
-108
-5% -$74.2K 0.03% 290
2024
Q4 		$1.58M Buy
2,240
+664
+42% +$540K 0.04% 276
2024
Q3 		$1.28M Sell
1,576
-6
-0.4% -$4.32K 0.03% 318
2024
Q2 		$1.02M Buy
1,582
+133
+9% +$88.4K 0.03% 323
2024
Q1 		$1.04M Buy
1,449
+106
+8% +$68K 0.03% 309
2023
Q4 		$770K Buy
1,343
+287
+27% +$135K 0.03% 365
2023
Q3 		$469K Buy
1,056
+1
+0.1% +$458 0.02% 485
2023
Q2 		$470K Buy
+1,055
New +$391K 0.02% 482

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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

Diversified Trust's URI Position: Q2 2026 in Review

Diversified Trust reduced its United Rentals (URI) stake by 0.98% in Q2 2026, selling an estimated $17.1K and leaving 1,812 shares worth $2.05M. The position accounts for 0.03% of the portfolio, ranked #265.

Diversified Trust first reported a position in URI in Q2 2023 and has held it in 13 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Diversified Trust held 1,812 shares of United Rentals worth $2.05M as of Q2 2026.
  • Diversified Trust sold 18 United Rentals shares in Q2 2026, an estimated $17.1K.
  • United Rentals made up 0.03% of Diversified Trust's portfolio in Q2 2026, its #265 holding.
  • Diversified Trust first reported a position in United Rentals in Q2 2023 and has held it in 13 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.