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Great Lakes Retirement’s United Rentals URI Stock Holding History

Great Lakes Retirement’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 		$3.2M Sell
2,829
-82
-3% -$78K 0.28% 78
2026
Q1 		$2.12M Sell
2,911
-88
-3% -$73.9K 0.22% 93
2025
Q4 		$2.43M Buy
2,999
+7
+0.2% +$6.08K 0.25% 81
2025
Q3 		$2.86M Buy
2,992
+74
+3% +$65.9K 0.31% 70
2025
Q2 		$2.2M Buy
2,918
+41
+1% +$27.4K 0.26% 89
2025
Q1 		$1.8M Sell
2,877
-32
-1% -$22K 0.24% 102
2024
Q4 		$2.05M Sell
2,909
-12,588
-81% -$10.2M 0.26% 91
2024
Q3 		$12.5M Buy
15,497
+205
+1% +$147K 1.61% 15
2024
Q2 		$9.89M Buy
15,292
+375
+3% +$249K 1.36% 19
2024
Q1 		$10.8M Buy
14,917
+168
+1% +$108K 1.59% 17
2023
Q4 		$8.46M Buy
14,749
+611
+4% +$288K 1.39% 20
2023
Q3 		$6.29M Buy
14,138
+477
+3% +$218K 1.13% 21
2023
Q2 		$6.08M Buy
13,661
+11,131
+440% +$4.12M 1.08% 21
2023
Q1 		$1M Buy
+2,530
New +$1.06M 0.19% 109

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

Great Lakes Retirement's URI Position: Q2 2026 in Review

Great Lakes Retirement reduced its United Rentals (URI) stake by 2.8% in Q2 2026, selling an estimated $78K and leaving 2,829 shares worth $3.2M. The position accounts for 0.28% of the portfolio, ranked #78.

Great Lakes Retirement first reported a position in URI in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.5M in Q3 2024. 1,591 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Great Lakes Retirement held 2,829 shares of United Rentals worth $3.2M as of Q2 2026.
  • Great Lakes Retirement sold 82 United Rentals shares in Q2 2026, an estimated $78K.
  • United Rentals made up 0.28% of Great Lakes Retirement's portfolio in Q2 2026, its #78 holding.
  • Great Lakes Retirement first reported a position in United Rentals in Q1 2023 and has held it in 14 quarters since.
  • Great Lakes Retirement's United Rentals position peaked at $12.5M in Q3 2024.
  • 1,591 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.