DWM
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Drive Wealth Management’s United Rentals URI Stock Holding History

Drive 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 		$356K Buy
314
+9
+3% +$8.56K 0.06% 267
2026
Q1 		$222K Sell
305
-3
-1% -$2.52K 0.05% 325
2025
Q4 		$249K Buy
308
+5
+2% +$4.34K 0.05% 301
2025
Q3 		$289K Buy
303
+4
+1% +$3.56K 0.06% 239
2025
Q2 		$225K Buy
+299
New +$200K 0.05% 292
2025
Q1 		– Sell
-316
Closed -$223K – 380
2024
Q4 		$223K Sell
316
-3
-0.9% -$2.44K 0.05% 279
2024
Q3 		$258K Buy
319
+2
+0.6% +$1.44K 0.07% 245
2024
Q2 		$205K Buy
317
+7
+2% +$4.65K 0.06% 284
2024
Q1 		$224K Buy
+310
New +$199K 0.06% 275

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

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

Drive Wealth Management increased its United Rentals (URI) stake by 3% in Q2 2026, buying an estimated $8.56K and bringing the position to 314 shares worth $356K. The position accounts for 0.06% of the portfolio, ranked #267.

Drive Wealth Management first reported a position in URI in Q1 2024 and has held it in 9 quarters since. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Drive Wealth Management held 314 shares of United Rentals worth $356K as of Q2 2026.
  • Drive Wealth Management bought 9 United Rentals shares in Q2 2026, an estimated $8.56K.
  • United Rentals made up 0.06% of Drive Wealth Management's portfolio in Q2 2026, its #267 holding.
  • Drive Wealth Management first reported a position in United Rentals in Q1 2024 and has held it in 9 quarters since.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

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