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EPG Wealth Management’s United Rentals URI Stock Holding History

EPG 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 		$3.47M Buy
3,061
+89
+3% +$84.7K 0.83% 32
2026
Q1 		$2.17M Buy
2,972
+109
+4% +$91.6K 0.59% 49
2025
Q4 		$2.32M Buy
2,863
+175
+7% +$152K 0.62% 41
2025
Q3 		$2.57M Buy
2,688
+8
+0.3% +$7.13K 0.71% 36
2025
Q2 		$2.02M Buy
2,680
+160
+6% +$107K 0.61% 42
2025
Q1 		$1.58M Buy
2,520
+200
+9% +$137K 0.44% 62
2024
Q4 		$1.63M Sell
2,320
-180
-7% -$146K 0.43% 60
2024
Q3 		$2.02M Buy
+2,500
New +$1.8M 0.51% 50
2024
Q2 		– Sell
-2,665
Closed -$1.77M – 63
2024
Q1 		$1.92M Buy
2,665
+80
+3% +$51.3K 0.47% 54
2023
Q4 		$1.65M Buy
2,585
+6
+0.2% +$2.83K 0.43% 59
2023
Q3 		$1.15M Buy
2,579
+215
+9% +$98.4K 0.35% 74
2023
Q2 		$1.05M Buy
2,364
+760
+47% +$282K 0.31% 81
2023
Q1 		$635K Buy
+1,604
New +$674K 0.2% 117
2020
Q2 		– Sell
-53
Closed -$5K – 726
2020
Q1 		$5K Buy
53
+18
+51% +$2.39K ﹤0.01% 607
2019
Q4 		$6K Buy
+35
New +$5.08K ﹤0.01% 500

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

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

EPG Wealth Management increased its United Rentals (URI) stake by 3% in Q2 2026, buying an estimated $84.7K and bringing the position to 3,061 shares worth $3.47M. The position accounts for 0.83% of the portfolio, ranked #32.

EPG Wealth Management first reported a position in URI in Q4 2019 and has held it in 15 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • EPG Wealth Management held 3,061 shares of United Rentals worth $3.47M as of Q2 2026.
  • EPG Wealth Management bought 89 United Rentals shares in Q2 2026, an estimated $84.7K.
  • United Rentals made up 0.83% of EPG Wealth Management's portfolio in Q2 2026, its #32 holding.
  • EPG Wealth Management first reported a position in United Rentals in Q4 2019 and has held it in 15 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.