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Falcon Wealth Planning’s United Rentals URI Stock Holding History

Falcon Wealth Planning’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 		$626K Buy
552
+10
+2% +$9.51K 0.04% 131
2026
Q1 		$395K Sell
542
-31
-5% -$26K 0.03% 151
2025
Q4 		$464K Buy
573
+6
+1% +$5.21K 0.04% 124
2025
Q3 		$541K Buy
567
+2
+0.4% +$1.78K 0.05% 109
2025
Q2 		$426K Sell
565
-2
-0.4% -$1.34K 0.04% 113
2025
Q1 		$355K Sell
567
-16
-3% -$11K 0.04% 124
2024
Q4 		$411K Buy
+583
New +$474K 0.05% 111

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

Falcon Wealth Planning's URI Position: Q2 2026 in Review

Falcon Wealth Planning increased its United Rentals (URI) stake by 1.8% in Q2 2026, buying an estimated $9.51K and bringing the position to 552 shares worth $626K. The position accounts for 0.04% of the portfolio, ranked #131.

Falcon Wealth Planning first reported a position in URI in Q4 2024 and has held it in 7 quarters since. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Falcon Wealth Planning held 552 shares of United Rentals worth $626K as of Q2 2026.
  • Falcon Wealth Planning bought 10 United Rentals shares in Q2 2026, an estimated $9.51K.
  • United Rentals made up 0.04% of Falcon Wealth Planning's portfolio in Q2 2026, its #131 holding.
  • Falcon Wealth Planning first reported a position in United Rentals in Q4 2024 and has held it in 7 quarters since.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.