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FSM Wealth Advisors’s United Rentals URI Stock Holding History

FSM 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 		$798K Buy
704
+101
+17% +$96.1K 0.08% 128
2026
Q1 		$439K Buy
603
+37
+7% +$31.1K 0.06% 180
2025
Q4 		$458K Sell
566
-97
-15% -$84.2K 0.06% 177
2025
Q3 		$633K Buy
663
+367
+124% +$327K 0.09% 136
2025
Q2 		$232K Buy
+296
New +$198K 0.04% 250

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

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

FSM Wealth Advisors increased its United Rentals (URI) stake by 17% in Q2 2026, buying an estimated $96.1K and bringing the position to 704 shares worth $798K. The position accounts for 0.08% of the portfolio, ranked #128.

FSM Wealth Advisors first reported a position in URI in Q2 2025 and has held it in 5 quarters since. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • FSM Wealth Advisors held 704 shares of United Rentals worth $798K as of Q2 2026.
  • FSM Wealth Advisors bought 101 United Rentals shares in Q2 2026, an estimated $96.1K.
  • United Rentals made up 0.08% of FSM Wealth Advisors's portfolio in Q2 2026, its #128 holding.
  • FSM Wealth Advisors first reported a position in United Rentals in Q2 2025 and has held it in 5 quarters since.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.