EWM
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Evermay Wealth Management’s United Rentals URI Stock Holding History

Evermay 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 		$818K Sell
722
-200
-22% -$190K 0.08% 103
2026
Q1 		$672K Buy
922
+4
+0.4% +$3.36K 0.07% 109
2025
Q4 		$743K Sell
918
-2
-0.2% -$1.74K 0.08% 104
2025
Q3 		$878K Hold
920
– – 0.1% 91
2025
Q2 		$693K Hold
920
– – 0.09% 109
2025
Q1 		$577K Hold
920
– – 0.08% 115
2024
Q4 		$648K Sell
920
-28
-3% -$22.8K 0.1% 109
2024
Q3 		$768K Sell
948
-175
-16% -$126K 0.12% 100
2024
Q2 		$726K Hold
1,123
– – 0.12% 98
2024
Q1 		$810K Sell
1,123
-1
-0.1% -$642 0.12% 93
2023
Q4 		$645K Sell
1,124
-39
-3% -$18.4K 0.12% 90
2023
Q3 		$517K Sell
1,163
-52
-4% -$23.8K 0.11% 99
2023
Q2 		$541K Hold
1,215
– – 0.1% 99
2023
Q1 		$481K Sell
1,215
-265
-18% -$111K 0.1% 99
2022
Q4 		$526K Hold
1,480
– – 0.11% 95
2022
Q3 		$400K Hold
1,480
– – 0.08% 108
2022
Q2 		$360K Hold
1,480
– – 0.07% 119
2022
Q1 		$526K Sell
1,480
-25
-2% -$8.16K 0.09% 104
2021
Q4 		$500K Hold
1,505
– – 0.09% 97
2021
Q3 		$528K Hold
1,505
– – 0.1% 85
2021
Q2 		$480K Hold
1,505
– – 0.09% 98
2021
Q1 		$496K Sell
1,505
-175
-10% -$49.6K 0.1% 92
2020
Q4 		$390K Hold
1,680
– – 0.09% 112
2020
Q3 		$293K Hold
1,680
– – 0.07% 123
2020
Q2 		$250K Buy
+1,680
New +$213K 0.07% 128
2020
Q1 		– Sell
-1,680
Closed -$280K – 160
2019
Q4 		$280K Buy
+1,680
New +$244K 0.07% 130

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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

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

Evermay Wealth Management reduced its United Rentals (URI) stake by 22% in Q2 2026, selling an estimated $190K and leaving 722 shares worth $818K. The position accounts for 0.08% of the portfolio, ranked #103.

Evermay Wealth Management first reported a position in URI in Q4 2019 and has held it in 26 quarters since. The position peaked at $878K in Q3 2025. 1,590 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Evermay Wealth Management held 722 shares of United Rentals worth $818K as of Q2 2026.
  • Evermay Wealth Management sold 200 United Rentals shares in Q2 2026, an estimated $190K.
  • United Rentals made up 0.08% of Evermay Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Evermay Wealth Management first reported a position in United Rentals in Q4 2019 and has held it in 26 quarters since.
  • Evermay Wealth Management's United Rentals position peaked at $878K in Q3 2025.
  • 1,590 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.