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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

HB Wealth Management's URI Position: Q1 2026 in Review

HB Wealth Management increased its United Rentals (URI) stake by 1.1% in Q1 2026, buying an estimated $61.3K and bringing the position to 6,620 shares worth $4.82M. The position accounts for 0.03% of the portfolio, ranked #259.

HB Wealth Management first reported a position in URI in Q3 2022 and has held it in 15 quarters since. The position peaked at $6.31M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • HB Wealth Management held 6,620 shares of United Rentals worth $4.82M as of Q1 2026.
  • HB Wealth Management bought 73 United Rentals shares in Q1 2026, an estimated $61.3K.
  • United Rentals made up 0.03% of HB Wealth Management's portfolio in Q1 2026, its #259 holding.
  • HB Wealth Management first reported a position in United Rentals in Q3 2022 and has held it in 15 quarters since.
  • HB Wealth Management's United Rentals position peaked at $6.31M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.