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Eagle Wealth Advisors’s United Rentals URI Stock Holding History

Eagle Wealth Advisors’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 		$221K Buy
+195
New +$186K 0.17% 95
2026
Q1 		– Sell
-303
Closed -$245K – 105
2025
Q4 		$245K Buy
+303
New +$263K 0.21% 84

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JP Morgan Chase
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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
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

Eagle Wealth Advisors's URI Position: Q2 2026 in Review

Eagle Wealth Advisors opened a new position in United Rentals (URI) in Q2 2026: 195 shares worth $221K. The stake represents 0.17% of the portfolio and ranks #95 among its holdings. This is a return to the name: Eagle Wealth Advisors previously reported a position in URI as recently as Q4 2025.

Eagle Wealth Advisors first reported a position in URI in Q4 2025 and has held it in 2 quarters since. The position peaked at $245K in Q4 2025. 1,576 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Eagle Wealth Advisors held 195 shares of United Rentals worth $221K as of Q2 2026.
  • United Rentals was a new Eagle Wealth Advisors position in Q2 2026.
  • United Rentals made up 0.17% of Eagle Wealth Advisors's portfolio in Q2 2026, its #95 holding.
  • Eagle Wealth Advisors first reported a position in United Rentals in Q4 2025 and has held it in 2 quarters since.
  • Eagle Wealth Advisors's United Rentals position peaked at $245K in Q4 2025.
  • 1,576 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Eagle Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.