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HB Wealth Management’s United Rentals URI Stock Holding History

HB 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 		$7.69M Buy
6,791
+171
+3% +$163K 0.04% 205
2026
Q1 		$4.82M Buy
6,620
+73
+1% +$61.3K 0.03% 259
2025
Q4 		$5.3M Sell
6,547
-61
-0.9% -$52.9K 0.03% 243
2025
Q3 		$6.31M Buy
6,608
+1,790
+37% +$1.6M 0.04% 223
2025
Q2 		$3.63M Sell
4,818
-1,607
-25% -$1.07M 0.03% 269
2025
Q1 		$4.03M Buy
6,425
+3,548
+123% +$2.44M 0.03% 261
2024
Q4 		$2.03M Sell
2,877
-64
-2% -$52K 0.02% 281
2024
Q3 		$2.38M Buy
2,941
+228
+8% +$164K 0.03% 251
2024
Q2 		$1.75M Buy
2,713
+217
+9% +$144K 0.02% 284
2024
Q1 		$1.8M Buy
2,496
+9
+0.4% +$5.78K 0.02% 267
2023
Q4 		$1.43M Buy
2,487
+32
+1% +$15.1K 0.02% 272
2023
Q3 		$1.09M Buy
2,455
+138
+6% +$63.2K 0.02% 288
2023
Q2 		$1.03M Buy
2,317
+59
+3% +$21.9K 0.02% 290
2023
Q1 		$894K Sell
2,258
-462
-17% -$194K 0.02% 302
2022
Q4 		$967K Buy
2,720
+764
+39% +$251K 0.02% 288
2022
Q3 		$528K Buy
+1,956
New +$569K 0.01% 330

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 $3.38T AUM 44.17% 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

HB Wealth Management's URI Position: Q2 2026 in Review

HB Wealth Management increased its United Rentals (URI) stake by 2.6% in Q2 2026, buying an estimated $163K and bringing the position to 6,791 shares worth $7.69M. The position accounts for 0.04% of the portfolio, ranked #205.

HB Wealth Management first reported a position in URI in Q3 2022 and has held it in 16 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • HB Wealth Management held 6,791 shares of United Rentals worth $7.69M as of Q2 2026.
  • HB Wealth Management bought 171 United Rentals shares in Q2 2026, an estimated $163K.
  • United Rentals made up 0.04% of HB Wealth Management's portfolio in Q2 2026, its #205 holding.
  • HB Wealth Management first reported a position in United Rentals in Q3 2022 and has held it in 16 quarters since.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.