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EverSource Wealth Advisors’s United Rentals URI Stock Holding History

EverSource Wealth Advisors’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 		$488K Sell
431
-76
-15% -$72.3K 0.02% 572
2026
Q1 		$370K Sell
507
-84
-14% -$70.6K 0.01% 746
2025
Q4 		$479K Buy
591
+74
+14% +$64.2K 0.02% 557
2025
Q3 		$494K Buy
517
+144
+39% +$128K 0.02% 512
2025
Q2 		$281K Buy
373
+93
+33% +$62.2K 0.01% 699
2025
Q1 		$176K Buy
280
+57
+26% +$39.2K 0.01% 702
2024
Q4 		$157K Buy
223
+10
+5% +$8.13K 0.01% 749
2024
Q3 		$173K Buy
213
+13
+7% +$9.35K 0.01% 608
2024
Q2 		$151K Buy
200
+25
+14% +$16.6K 0.01% 653
2024
Q1 		$117K Buy
175
+59
+51% +$37.9K 0.01% 652
2023
Q4 		$66.5K Buy
116
+21
+22% +$9.91K 0.01% 789
2023
Q3 		$42.2K Buy
95
+9
+10% +$4.12K ﹤0.01% 877
2023
Q2 		$38.3K Buy
86
+3
+4% +$1.11K ﹤0.01% 935
2023
Q1 		$32.8K Sell
83
-1
-1% -$420 ﹤0.01% 932
2022
Q4 		$29.9K Buy
84
+26
+45% +$8.54K ﹤0.01% 947
2022
Q3 		$16K Buy
58
+17
+41% +$4.95K ﹤0.01% 988
2022
Q2 		$10K Buy
41
+4
+11% +$1.18K ﹤0.01% 1044
2022
Q1 		$13K Buy
37
+7
+23% +$2.29K ﹤0.01% 891
2021
Q4 		$10K Buy
+30
New +$10.7K ﹤0.01% 978

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

EverSource Wealth Advisors's URI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its United Rentals (URI) stake by 15% in Q2 2026, selling an estimated $72.3K and leaving 431 shares worth $488K. The position accounts for 0.02% of the portfolio, ranked #572.

EverSource Wealth Advisors first reported a position in URI in Q4 2021 and has held it in 19 quarters since. The position peaked at $494K in Q3 2025. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • EverSource Wealth Advisors held 431 shares of United Rentals worth $488K as of Q2 2026.
  • EverSource Wealth Advisors sold 76 United Rentals shares in Q2 2026, an estimated $72.3K.
  • United Rentals made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #572 holding.
  • EverSource Wealth Advisors first reported a position in United Rentals in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's United Rentals position peaked at $494K in Q3 2025.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.