HWA
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HCR Wealth Advisors’s United Rentals URI Stock Holding History

HCR Wealth Advisors’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 		$4.4M Buy
3,882
+81
+2% +$77.1K 0.39% 44
2026
Q1 		$2.77M Sell
3,801
-292
-7% -$245K 0.29% 58
2025
Q4 		$3.31M Buy
4,093
+3,123
+322% +$2.71M 0.33% 49
2025
Q3 		$949K Buy
970
+291
+43% +$259K 0.1% 113
2025
Q2 		$512K Buy
679
+104
+18% +$69.6K 0.06% 136
2025
Q1 		$360K Sell
575
-1
-0.2% -$687 0.05% 164
2024
Q4 		$406K Buy
576
+284
+97% +$231K 0.05% 156
2024
Q3 		$236K Sell
292
-300
-51% -$216K 0.03% 209
2024
Q2 		$383K Buy
592
+275
+87% +$183K 0.05% 153
2024
Q1 		$229K Buy
+317
New +$203K 0.03% 201
2020
Q1 		– Sell
-5,703
Closed -$951K – 259
2019
Q4 		$951K Sell
5,703
-154
-3% -$22.4K 0.23% 75
2019
Q3 		$731K Buy
5,857
+1,193
+26% +$145K 0.24% 75
2019
Q2 		$619K Sell
4,664
-572
-11% -$72.6K 0.18% 87
2019
Q1 		$591K Buy
5,236
+221
+4% +$27.3K 0.17% 96
2018
Q4 		$514K Buy
5,015
+81
+2% +$9.76K 0.17% 98
2018
Q3 		$570K Buy
4,934
+1,157
+31% +$180K 0.19% 94
2018
Q2 		$558K Buy
3,777
+97
+3% +$15.8K 0.18% 101
2018
Q1 		$636K Buy
3,680
+96
+3% +$17K 0.22% 94
2017
Q4 		$616K Buy
3,584
+323
+10% +$49.2K 0.22% 93
2017
Q3 		$452K Buy
3,261
+395
+14% +$47.2K 0.19% 103
2017
Q2 		$323K Buy
2,866
+606
+27% +$67.7K 0.16% 102
2017
Q1 		$283K Buy
2,260
+54
+2% +$6.57K 0.15% 119
2016
Q4 		$233K Buy
+2,206
New +$201K 0.12% 125

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

HCR Wealth Advisors's URI Position: Q2 2026 in Review

HCR Wealth Advisors increased its United Rentals (URI) stake by 2.1% in Q2 2026, buying an estimated $77.1K and bringing the position to 3,882 shares worth $4.4M. The position accounts for 0.39% of the portfolio, ranked #44.

HCR Wealth Advisors first reported a position in URI in Q4 2016 and has held it in 23 quarters since. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • HCR Wealth Advisors held 3,882 shares of United Rentals worth $4.4M as of Q2 2026.
  • HCR Wealth Advisors bought 81 United Rentals shares in Q2 2026, an estimated $77.1K.
  • United Rentals made up 0.39% of HCR Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • HCR Wealth Advisors first reported a position in United Rentals in Q4 2016 and has held it in 23 quarters since.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.