EFS
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Essex Financial Services’s United Rentals URI Stock Holding History

Essex Financial Services’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 		$546K Sell
482
-104
-18% -$98.9K 0.03% 458
2026
Q1 		$427K Buy
586
+22
+4% +$18.5K 0.02% 499
2025
Q4 		$456K Sell
564
-20
-3% -$17.4K 0.03% 464
2025
Q3 		$557K Buy
584
+62
+12% +$55.2K 0.03% 392
2025
Q2 		$393K Sell
522
-12
-2% -$8.03K 0.03% 468
2025
Q1 		$335K Sell
534
-93
-15% -$63.9K 0.02% 471
2024
Q4 		$442K Buy
627
+2
+0.3% +$1.63K 0.03% 403
2024
Q3 		$530K Buy
625
+27
+5% +$19.4K 0.04% 361
2024
Q2 		$412K Buy
598
+171
+40% +$114K 0.03% 410
2024
Q1 		$308K Sell
427
-36
-8% -$23.1K 0.03% 417
2023
Q4 		$266K Sell
463
-153
-25% -$72.2K 0.03% 422
2023
Q3 		$274K Buy
616
+151
+32% +$69.1K 0.03% 386
2023
Q2 		$207K Buy
+465
New +$172K 0.02% 446

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Franklin Resources
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Geode Capital Management
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Morgan Stanley
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Essex Financial Services's URI Position: Q2 2026 in Review

Essex Financial Services reduced its United Rentals (URI) stake by 18% in Q2 2026, selling an estimated $98.9K and leaving 482 shares worth $546K. The position accounts for 0.03% of the portfolio, ranked #458.

Essex Financial Services first reported a position in URI in Q2 2023 and has held it in 13 quarters since. The position peaked at $557K in Q3 2025. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Essex Financial Services held 482 shares of United Rentals worth $546K as of Q2 2026.
  • Essex Financial Services sold 104 United Rentals shares in Q2 2026, an estimated $98.9K.
  • United Rentals made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #458 holding.
  • Essex Financial Services first reported a position in United Rentals in Q2 2023 and has held it in 13 quarters since.
  • Essex Financial Services's United Rentals position peaked at $557K in Q3 2025.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.