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Ellevest Inc’s United Rentals URI Stock Holding History

Ellevest Inc’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 		$271K Buy
+239
New +$227K 0.03% 382
2025
Q4 		– Sell
-233
Closed -$222K – 461
2025
Q3 		$222K Buy
+233
New +$208K 0.03% 393
2023
Q2 		– Sell
-195
Closed -$77.2K – 1563
2023
Q1 		$77.2K Sell
195
-52
-21% -$21.8K 0.01% 505
2022
Q4 		$87.8K Buy
247
+16
+7% +$5.26K 0.01% 474
2022
Q3 		$62K Sell
231
-95
-29% -$27.6K 0.01% 524
2022
Q2 		$79K Buy
326
+115
+55% +$33.8K 0.01% 465
2022
Q1 		$75K Sell
211
-70
-25% -$22.9K 0.01% 455
2021
Q4 		$93K Sell
281
-35
-11% -$12.5K 0.01% 403
2021
Q3 		$111K Sell
316
-106
-25% -$35.6K 0.01% 365
2021
Q2 		$135K Sell
422
-413
-49% -$133K 0.01% 322
2021
Q1 		$275K Buy
835
+1
+0.1% +$283 0.03% 149
2020
Q4 		$193K Buy
834
+231
+38% +$48.8K 0.03% 175
2020
Q3 		$105K Buy
603
+57
+10% +$9.58K 0.02% 248
2020
Q2 		$81K Buy
546
+359
+192% +$45.5K 0.02% 253
2020
Q1 		$19K Buy
187
+106
+131% +$14.1K 0.01% 445
2019
Q4 		$14K Buy
81
+73
+913% +$10.6K ﹤0.01% 488
2019
Q3 		$1K Buy
+8
New +$970 ﹤0.01% 470

Other funds holding URI

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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

Ellevest Inc's URI Position: Q2 2026 in Review

Ellevest Inc opened a new position in United Rentals (URI) in Q2 2026: 239 shares worth $271K. The stake represents 0.03% of the portfolio and ranks #382 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in URI as recently as Q3 2025.

Ellevest Inc first reported a position in URI in Q3 2019 and has held it in 17 quarters since. The position peaked at $275K in Q1 2021. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Ellevest Inc held 239 shares of United Rentals worth $271K as of Q2 2026.
  • United Rentals was a new Ellevest Inc position in Q2 2026.
  • United Rentals made up 0.03% of Ellevest Inc's portfolio in Q2 2026, its #382 holding.
  • Ellevest Inc first reported a position in United Rentals in Q3 2019 and has held it in 17 quarters since.
  • Ellevest Inc's United Rentals position peaked at $275K in Q1 2021.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.