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Everhart Financial Group’s United Rentals URI Stock Holding History

Everhart Financial Group’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 		$811K Buy
716
+4
+0.6% +$3.81K 0.05% 210
2026
Q1 		$519K Sell
712
-9
-1% -$7.56K 0.04% 267
2025
Q4 		$584K Buy
721
+2
+0.3% +$1.74K 0.05% 237
2025
Q3 		$686K Buy
719
+141
+24% +$126K 0.07% 207
2025
Q2 		$435K Buy
578
+27
+5% +$18.1K 0.05% 244
2025
Q1 		$345K Buy
551
+28
+5% +$19.2K 0.05% 265
2024
Q4 		$368K Buy
523
+3
+0.6% +$2.44K 0.08% 236
2024
Q3 		$421K Sell
520
-19
-4% -$13.7K 0.09% 216
2024
Q2 		$349K Sell
539
-13
-2% -$8.64K 0.09% 209
2024
Q1 		$398K Buy
552
+20
+4% +$12.8K 0.12% 181
2023
Q4 		$305K Hold
532
– – 0.11% 178
2023
Q3 		$237K Hold
532
– – 0.1% 183
2023
Q2 		$237K Buy
532
+3
+0.6% +$1.11K 0.1% 186
2023
Q1 		$209K Buy
+529
New +$222K 0.09% 194

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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

Everhart Financial Group's URI Position: Q2 2026 in Review

Everhart Financial Group increased its United Rentals (URI) stake by 0.56% in Q2 2026, buying an estimated $3.81K and bringing the position to 716 shares worth $811K. The position accounts for 0.05% of the portfolio, ranked #210.

Everhart Financial Group first reported a position in URI in Q1 2023 and has held it in 14 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Everhart Financial Group held 716 shares of United Rentals worth $811K as of Q2 2026.
  • Everhart Financial Group bought 4 United Rentals shares in Q2 2026, an estimated $3.81K.
  • United Rentals made up 0.05% of Everhart Financial Group's portfolio in Q2 2026, its #210 holding.
  • Everhart Financial Group first reported a position in United Rentals in Q1 2023 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 Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.