Golden State Wealth Management’s United Rentals URI Stock Holding History

Golden State Wealth 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	$182K	Hold	161	–	–	0.02%	433
2026 Q1	$117K	Hold	161	–	–	0.01%	484
2025 Q4	$130K	Hold	161	–	–	0.01%	466
2025 Q3	$154K	Hold	161	–	–	0.02%	424
2025 Q2	$121K	Sell	161 -52	-24%	-$34.8K	0.01%	444
2025 Q1	$133K	Buy	213 +4	+2%	+$2.75K	0.02%	391
2024 Q4	$147K	Buy	+209	New	+$170K	0.02%	368
2020 Q2	–	Sell	-435	Closed	-$45K	–	897
2020 Q1	$45K	Buy	+435	New	+$57.7K	0.02%	379
2019 Q4	–	Sell	-2,196	Closed	-$274K	–	885
2019 Q3	$274K	Sell	2,196 -530	-19%	-$64.3K	0.09%	166
2019 Q2	$361K	Sell	2,726 -343	-11%	-$43.5K	0.11%	149
2019 Q1	$351K	Buy	+3,069	New	+$379K	0.12%	151

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

Golden State Wealth Management's URI Position: Q2 2026 in Review

Golden State Wealth Management held its United Rentals (URI) position steady in Q2 2026 at 161 shares worth $182K. The position accounts for 0.02% of the portfolio, ranked #433.

Golden State Wealth Management first reported a position in URI in Q1 2019 and has held it in 11 quarters since. The position peaked at $361K in Q2 2019. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Golden State Wealth Management held 161 shares of United Rentals worth $182K as of Q2 2026.
Golden State Wealth Management left its United Rentals share count unchanged in Q2 2026.
United Rentals made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #433 holding.
Golden State Wealth Management first reported a position in United Rentals in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's United Rentals position peaked at $361K in Q2 2019.
1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.