Fountainhead AM’s United Rentals URI Stock Holding History

Fountainhead AM’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	-7	Closed	-$5.1K	–	246
2026 Q1	$5.1K	Buy	+7	New	+$5.88K	﹤0.01%	196
2025 Q4	–	Sell	-368	Closed	-$351K	–	231
2025 Q3	$351K	Buy	368 +6	+2%	+$5.35K	0.05%	144
2025 Q2	$273K	Buy	362 +1	+0.3%	+$669	0.04%	167
2025 Q1	$226K	Sell	361 -49	-12%	-$33.7K	0.04%	164
2024 Q4	$289K	Hold	410	–	–	0.05%	124
2024 Q3	$332K	Buy	410 +1	+0.2%	+$719	0.07%	99
2024 Q2	$264K	Buy	409 +1	+0.2%	+$665	0.06%	105
2024 Q1	$294K	Sell	408 -17	-4%	-$10.9K	0.07%	97
2023 Q4	$244K	Buy	+425	New	+$200K	0.07%	99
2023 Q2	–	Sell	-512	Closed	-$203K	–	87
2023 Q1	$203K	Buy	+512	New	+$215K	0.08%	78

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 $3.38T AUM 44.17% 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

Fountainhead AM's URI Position: Q2 2026 in Review

Fountainhead AM sold out of United Rentals (URI) in Q2 2026, closing a stake of 7 shares — an estimated $5.1K sold.

Fountainhead AM first reported a position in URI in Q1 2023 and held it in 10 quarters. The position peaked at $351K in Q3 2025. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Fountainhead AM reported no remaining United Rentals position as of Q2 2026 after selling out during the quarter.
Fountainhead AM sold 7 United Rentals shares in Q2 2026, an estimated $5.1K.
Fountainhead AM first reported a position in United Rentals in Q1 2023 and held it in 10 quarters.
Fountainhead AM's United Rentals position peaked at $351K in Q3 2025.
1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.