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GeoWealth Management’s United Rentals URI Stock Holding History

GeoWealth Management’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 		$264K Buy
+233
New +$222K 0.01% 700
2026
Q1 		– Sell
-287
Closed -$232K – 903
2025
Q4 		$232K Buy
287
+54
+23% +$46.9K 0.01% 636
2025
Q3 		$222K Sell
233
-47
-17% -$41.9K 0.01% 667
2025
Q2 		$211K Sell
280
-92
-25% -$61.5K 0.01% 643
2025
Q1 		$233K Buy
372
+4
+1% +$2.75K 0.01% 614
2024
Q4 		$259K Sell
368
-58
-14% -$47.1K 0.01% 668
2024
Q3 		$345K Sell
426
-27
-6% -$19.4K 0.01% 565
2024
Q2 		$293K Sell
453
-112
-20% -$74.4K 0.01% 588
2024
Q1 		$407K Buy
565
+249
+79% +$160K 0.02% 491
2023
Q4 		$181K Buy
316
+151
+92% +$71.2K 0.02% 518
2023
Q3 		$74K Sell
165
-304
-65% -$139K 0.01% 363
2023
Q2 		$209K Buy
469
+333
+245% +$123K 0.02% 242
2023
Q1 		$54K Buy
+136
New +$57.1K 0.01% 285

Other funds holding URI

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Vanguard Capital Management
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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

GeoWealth Management's URI Position: Q2 2026 in Review

GeoWealth Management opened a new position in United Rentals (URI) in Q2 2026: 233 shares worth $264K. The stake represents 0.01% of the portfolio and ranks #700 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in URI as recently as Q4 2025.

GeoWealth Management first reported a position in URI in Q1 2023 and has held it in 13 quarters since. The position peaked at $407K in Q1 2024. 1,593 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • GeoWealth Management held 233 shares of United Rentals worth $264K as of Q2 2026.
  • United Rentals was a new GeoWealth Management position in Q2 2026.
  • United Rentals made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #700 holding.
  • GeoWealth Management first reported a position in United Rentals in Q1 2023 and has held it in 13 quarters since.
  • GeoWealth Management's United Rentals position peaked at $407K in Q1 2024.
  • 1,593 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.