Financial Life Planners’s United Rentals URI Stock Holding History

Financial Life Planners’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	–	Sell	-2	Closed	-$1.9K	–	331
2026 Q1	$1.49K	Buy	+2	New	+$1.68K	﹤0.01%	309
2025 Q4	–	Sell	-2	Closed	-$1.94K	–	309
2025 Q3	$1.94K	Buy	+2	New	+$1.78K	﹤0.01%	301
2025 Q1	–	Sell	-2	Closed	-$1.42K	–	360
2024 Q4	$1.42K	Buy	+2	New	+$1.63K	﹤0.01%	341

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Life Planners's URI Position: Q2 2026 in Review

Financial Life Planners sold out of United Rentals (URI) in Q2 2026, closing a stake of 2 shares — an estimated $1.9K sold.

Financial Life Planners first reported a position in URI in Q4 2024 and held it in 3 quarters. The position peaked at $1.94K in Q3 2025. 1,591 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Financial Life Planners reported no remaining United Rentals position as of Q2 2026 after selling out during the quarter.
Financial Life Planners sold 2 United Rentals shares in Q2 2026, an estimated $1.9K.
Financial Life Planners first reported a position in United Rentals in Q4 2024 and held it in 3 quarters.
Financial Life Planners's United Rentals position peaked at $1.94K in Q3 2025.
1,591 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.