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EP Wealth Advisors’s United Rentals URI Stock Holding History

EP 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 		$20.7M Buy
18,278
+48
+0.3% +$45.7K 0.08% 175
2026
Q1 		$13.3M Sell
18,230
-114
-0.6% -$95.8K 0.07% 182
2025
Q4 		$14.8M Buy
+18,344
New +$15.9M 0.08% 162
2025
Q2 		$14.1M Buy
18,775
+17,000
+958% +$11.4M 0.09% 152
2025
Q1 		$1.11M Buy
1,775
+154
+10% +$106K 0.01% 476
2024
Q4 		$1.14M Sell
1,621
-76
-4% -$61.8K 0.01% 466
2024
Q3 		$1.37M Buy
1,697
+254
+18% +$183K 0.01% 428
2024
Q2 		$934K Buy
1,443
+7
+0.5% +$4.65K 0.01% 403
2024
Q1 		$1.04M Sell
1,436
-73
-5% -$46.8K 0.01% 370
2023
Q4 		$865K Buy
1,509
+4
+0.3% +$1.89K 0.01% 391
2023
Q3 		$669K Sell
1,505
-117,846
-99% -$53.9M 0.01% 403
2023
Q2 		$690K Buy
119,351
+99,717
+508% +$37M 0.01% 399
2023
Q1 		$3.81M Buy
19,634
+18,869
+2,467% +$7.93M 0.07% 161
2022
Q4 		$272K Buy
+765
New +$251K ﹤0.01% 486

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

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

EP Wealth Advisors increased its United Rentals (URI) stake by 0.26% in Q2 2026, buying an estimated $45.7K and bringing the position to 18,278 shares worth $20.7M. The position accounts for 0.08% of the portfolio, ranked #175.

EP Wealth Advisors first reported a position in URI in Q4 2022 and has held it in 14 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • EP Wealth Advisors held 18,278 shares of United Rentals worth $20.7M as of Q2 2026.
  • EP Wealth Advisors bought 48 United Rentals shares in Q2 2026, an estimated $45.7K.
  • United Rentals made up 0.08% of EP Wealth Advisors's portfolio in Q2 2026, its #175 holding.
  • EP Wealth Advisors first reported a position in United Rentals in Q4 2022 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.