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Dougherty Wealth Advisers’s United Rentals URI Stock Holding History

Dougherty Wealth Advisers’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 		– Sell
-8
Closed -$5.83K – 112
2026
Q1 		$5.83K Hold
8
– – ﹤0.01% 94
2025
Q4 		$6.47K Buy
+8
New +$6.94K ﹤0.01% 105

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

Dougherty Wealth Advisers's URI Position: Q2 2026 in Review

Dougherty Wealth Advisers sold out of United Rentals (URI) in Q2 2026, closing a stake of 8 shares — an estimated $5.83K sold.

Dougherty Wealth Advisers first reported a position in URI in Q4 2025 and held it in 2 quarters. The position peaked at $6.47K in Q4 2025. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Dougherty Wealth Advisers reported no remaining United Rentals position as of Q2 2026 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 8 United Rentals shares in Q2 2026, an estimated $5.83K.
  • Dougherty Wealth Advisers first reported a position in United Rentals in Q4 2025 and held it in 2 quarters.
  • Dougherty Wealth Advisers's United Rentals position peaked at $6.47K in Q4 2025.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.