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Dynasty Wealth Management’s United Rentals URI Stock Holding History

Dynasty 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 		$4.1M Sell
3,621
-107
-3% -$102K 0.03% 92
2026
Q1 		$2.72M Buy
3,728
+804
+27% +$675K 0.02% 105
2025
Q4 		$2.37M Buy
2,924
+185
+7% +$161K 0.02% 121
2025
Q3 		$2.61M Buy
2,739
+1,457
+114% +$1.3M 0.03% 97
2025
Q2 		$966K Sell
1,282
-222
-15% -$148K 0.02% 132
2025
Q1 		$942K Sell
1,504
-32
-2% -$22K 0.02% 146
2024
Q4 		$1.08M Sell
1,536
-361
-19% -$293K 0.02% 142
2024
Q3 		$1.54M Buy
1,897
+21
+1% +$15.1K 0.05% 93
2024
Q2 		$1.21M Sell
1,876
-4
-0.2% -$2.66K 0.04% 119
2024
Q1 		$1.36M Buy
+1,880
New +$1.21M 0.04% 97

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

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

Dynasty Wealth Management reduced its United Rentals (URI) stake by 2.9% in Q2 2026, selling an estimated $102K and leaving 3,621 shares worth $4.1M. The position accounts for 0.03% of the portfolio, ranked #92.

Dynasty Wealth Management first reported a position in URI in Q1 2024 and has held it in 10 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Dynasty Wealth Management held 3,621 shares of United Rentals worth $4.1M as of Q2 2026.
  • Dynasty Wealth Management sold 107 United Rentals shares in Q2 2026, an estimated $102K.
  • United Rentals made up 0.03% of Dynasty Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Dynasty Wealth Management first reported a position in United Rentals in Q1 2024 and has held it in 10 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.