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Heffernan Advisory’s United Rentals URI Stock Holding History

Heffernan Advisory’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 		$227K Buy
+200
New +$190K 0.19% 38

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

Heffernan Advisory's URI Position: Q2 2026 in Review

Heffernan Advisory opened a new position in United Rentals (URI) in Q2 2026: 200 shares worth $227K. The stake represents 0.19% of the portfolio and ranks #38 among its holdings.

1,579 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Heffernan Advisory held 200 shares of United Rentals worth $227K as of Q2 2026.
  • United Rentals was a new Heffernan Advisory position in Q2 2026.
  • United Rentals made up 0.19% of Heffernan Advisory's portfolio in Q2 2026, its #38 holding.
  • 1,579 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Heffernan Advisory's 13F filing for Q2 2026, filed 21 Jul 2026.