Focus Partners Wealth
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Focus Partners Wealth’s United Rentals URI Stock Holding History

Focus Partners Wealth’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
Q1 		$34M Sell
46,580
-1,588
-3% -$1.33M 0.04% 371
2025
Q4 		$39M Buy
48,168
+5,821
+14% +$5.05M 0.04% 344
2025
Q3 		$40.4M Sell
42,347
-1,410
-3% -$1.26M 0.07% 249
2025
Q2 		$33M Sell
43,757
-377
-0.9% -$252K 0.07% 256
2025
Q1 		$27.7M Sell
44,134
-175
-0.4% -$120K 0.07% 266
2024
Q4 		$31.2M Buy
44,309
+1,228
+3% +$998K 0.08% 236
2024
Q3 		$34.6M Sell
43,081
-43,253
-50% -$31.1M 0.11% 186
2024
Q2 		$55.8M Buy
86,334
+39,565
+85% +$26.3M 0.19% 124
2024
Q1 		$33.7M Sell
46,769
-2,482
-5% -$1.59M 0.27% 93
2023
Q4 		$28.2M Buy
+49,251
New +$23.2M 0.37% 72

Other funds holding URI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Focus Partners Wealth's URI Position: Q1 2026 in Review

Focus Partners Wealth reduced its United Rentals (URI) stake by 3.3% in Q1 2026, selling an estimated $1.33M and leaving 46,580 shares worth $34M. The position accounts for 0.04% of the portfolio, ranked #371.

Focus Partners Wealth first reported a position in URI in Q4 2023 and has held it in 10 quarters since. The position peaked at $55.8M in Q2 2024. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Focus Partners Wealth held 46,580 shares of United Rentals worth $34M as of Q1 2026.
  • Focus Partners Wealth sold 1,588 United Rentals shares in Q1 2026, an estimated $1.33M.
  • United Rentals made up 0.04% of Focus Partners Wealth's portfolio in Q1 2026, its #371 holding.
  • Focus Partners Wealth first reported a position in United Rentals in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's United Rentals position peaked at $55.8M in Q2 2024.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.