Elmwood Wealth Management’s United Rentals URI Stock Holding History

Elmwood 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	$505K	Hold	446	–	–	0.13%	128
2026 Q1	$325K	Sell	446 -10	-2%	-$8.4K	0.09%	145
2025 Q4	$369K	Hold	456	–	–	0.12%	130
2025 Q3	$435K	Buy	456 +10	+2%	+$8.91K	0.15%	105
2025 Q2	$336K	Hold	446	–	–	0.13%	107
2025 Q1	$280K	Hold	446	–	–	0.11%	116
2024 Q4	$314K	Hold	446	–	–	0.13%	112
2024 Q3	$361K	Hold	446	–	–	0.15%	107
2024 Q2	$288K	Hold	446	–	–	0.13%	109
2024 Q1	$322K	Sell	446 -2	-0.4%	-$1.28K	0.14%	107
2023 Q4	$257K	Sell	448 -49	-10%	-$23.1K	0.18%	99
2023 Q3	$221K	Hold	497	–	–	0.11%	115
2023 Q2	$221K	Buy	+497	New	+$184K	0.1%	113
2022 Q1	–	Sell	-496	Closed	-$165K	–	311
2021 Q4	$165K	Buy	+496	New	+$177K	0.08%	122

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Elmwood Wealth Management held its United Rentals (URI) position steady in Q2 2026 at 446 shares worth $505K. The position accounts for 0.13% of the portfolio, ranked #128.

Elmwood Wealth Management first reported a position in URI in Q4 2021 and has held it in 14 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Elmwood Wealth Management held 446 shares of United Rentals worth $505K as of Q2 2026.
Elmwood Wealth Management left its United Rentals share count unchanged in Q2 2026.
United Rentals made up 0.13% of Elmwood Wealth Management's portfolio in Q2 2026, its #128 holding.
Elmwood Wealth Management first reported a position in United Rentals in Q4 2021 and has held it in 14 quarters since.
1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.