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Dogwood Wealth Management’s United Rentals URI Stock Holding History

Dogwood Wealth 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 		$27.2K Buy
24
+6
+33% +$5.71K 0.01% 212
2026
Q1 		$13.1K Buy
18
+1
+6% +$840 0.01% 294
2025
Q4 		$13.8K Buy
17
+3
+21% +$2.6K 0.01% 248
2025
Q3 		$13.4K Buy
14
+1
+8% +$891 0.01% 232
2025
Q2 		$10.3K Buy
13
+9
+225% +$6.02K 0.01% 267
2025
Q1 		$2.51K Buy
+4
New +$2.75K ﹤0.01% 311
2024
Q3 		– Hold
0
– – – 310
2024
Q2 		– Hold
0
– – – 367
2024
Q1 		– Hold
0
– – – 331
2023
Q4 		– Hold
0
– – – 375

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Vanguard Portfolio Management
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
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Geode Capital Management
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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

Dogwood Wealth Management's URI Position: Q2 2026 in Review

Dogwood Wealth Management increased its United Rentals (URI) stake by 33% in Q2 2026, buying an estimated $5.71K and bringing the position to 24 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #212.

Dogwood Wealth Management first reported a position in URI in Q1 2025 and has held it in 6 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Dogwood Wealth Management held 24 shares of United Rentals worth $27.2K as of Q2 2026.
  • Dogwood Wealth Management bought 6 United Rentals shares in Q2 2026, an estimated $5.71K.
  • United Rentals made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #212 holding.
  • Dogwood Wealth Management first reported a position in United Rentals in Q1 2025 and has held it in 6 quarters since.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.