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Evercore Wealth Management’s United Rentals URI Stock Holding History

Evercore 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 		$830K Sell
733
-10
-1% -$9.51K 0.01% 239
2026
Q1 		$541K Hold
743
– – 0.01% 274
2025
Q4 		$601K Sell
743
-45
-6% -$39.1K 0.01% 262
2025
Q3 		$752K Sell
788
-105
-12% -$93.6K 0.01% 251
2025
Q2 		$673K Buy
893
+355
+66% +$237K 0.01% 252
2025
Q1 		$337K Sell
538
-2
-0.4% -$1.38K 0.01% 324
2024
Q4 		$380K Hold
540
– – 0.01% 312
2024
Q3 		$437K Buy
540
+2
+0.4% +$1.44K 0.01% 290
2024
Q2 		$348K Sell
538
-36
-6% -$23.9K 0.01% 324
2024
Q1 		$414K Buy
574
+1
+0.2% +$642 0.01% 302
2023
Q4 		$329K Buy
573
+5
+0.9% +$2.36K 0.01% 328
2023
Q3 		$253K Buy
568
+3
+0.5% +$1.37K ﹤0.01% 351
2023
Q2 		$252K Hold
565
– – ﹤0.01% 364
2023
Q1 		$224K Hold
565
– – ﹤0.01% 369
2022
Q4 		$201K Buy
+565
New +$186K ﹤0.01% 385
2022
Q2 		– Sell
-591
Closed -$209K – 429
2022
Q1 		$209K Buy
+591
New +$193K ﹤0.01% 412
2021
Q4 		– Sell
-643
Closed -$225K – 433
2021
Q3 		$225K Sell
643
-20
-3% -$6.71K ﹤0.01% 398
2021
Q2 		$211K Sell
663
-8
-1% -$2.58K ﹤0.01% 412
2021
Q1 		$221K Buy
+671
New +$190K ﹤0.01% 412
2018
Q4 		– Sell
-1,517
Closed -$248K – 414
2018
Q3 		$248K Sell
1,517
-483
-24% -$75.2K 0.01% 367
2018
Q2 		$295K Buy
+2,000
New +$327K 0.01% 329
2017
Q2 		– Sell
-14
Closed -$2K – 1038
2017
Q1 		$2K Hold
14
– – ﹤0.01% 956
2016
Q4 		$1K Buy
+14
New +$1.27K ﹤0.01% 995
2015
Q2 		– Sell
-20
Closed -$2K – 1095
2015
Q1 		$2K Sell
20
-100
-83% -$8.99K ﹤0.01% 967
2014
Q4 		$12K Buy
+120
New +$12.9K ﹤0.01% 730

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JP Morgan Chase
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Vanguard Portfolio Management
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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

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

Evercore Wealth Management reduced its United Rentals (URI) stake by 1.3% in Q2 2026, selling an estimated $9.51K and leaving 733 shares worth $830K. The position accounts for 0.01% of the portfolio, ranked #239.

Evercore Wealth Management first reported a position in URI in Q4 2014 and has held it in 25 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Evercore Wealth Management held 733 shares of United Rentals worth $830K as of Q2 2026.
  • Evercore Wealth Management sold 10 United Rentals shares in Q2 2026, an estimated $9.51K.
  • United Rentals made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #239 holding.
  • Evercore Wealth Management first reported a position in United Rentals in Q4 2014 and has held it in 25 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.