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Heritage Trust’s United Rentals URI Stock Holding History

Heritage Trust’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 		$8.64M Sell
7,628
-42
-0.5% -$40K 0.75% 35
2026
Q1 		$5.59M Sell
7,670
-98
-1% -$82.3K 0.56% 48
2025
Q4 		$6.29M Buy
7,768
+106
+1% +$92K 0.64% 41
2025
Q3 		$7.31M Buy
7,662
+76
+1% +$67.7K 0.78% 29
2025
Q2 		$5.72M Buy
7,586
+143
+2% +$95.6K 0.66% 39
2025
Q1 		$4.66M Buy
7,443
+4,294
+136% +$2.95M 0.57% 50
2024
Q4 		$2.22M Buy
+3,149
New +$2.56M 0.26% 97
2024
Q2 		$1.82M Buy
2,809
+95
+4% +$63.1K 0.24% 103
2024
Q1 		$1.96M Buy
2,714
+64
+2% +$41.1K 0.26% 99
2023
Q4 		$1.52M Buy
2,650
+1,898
+252% +$895K 0.21% 113
2023
Q3 		$334K Buy
752
+25
+3% +$11.4K 0.05% 211
2023
Q2 		$324K Buy
+727
New +$269K 0.05% 215
2022
Q2 		– Sell
-1,844
Closed -$655K – 256
2022
Q1 		$655K Buy
+1,844
New +$602K 0.09% 166

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

Heritage Trust's URI Position: Q2 2026 in Review

Heritage Trust reduced its United Rentals (URI) stake by 0.55% in Q2 2026, selling an estimated $40K and leaving 7,628 shares worth $8.64M. The position accounts for 0.75% of the portfolio, ranked #35.

Heritage Trust first reported a position in URI in Q1 2022 and has held it in 13 quarters since. 1,592 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Heritage Trust held 7,628 shares of United Rentals worth $8.64M as of Q2 2026.
  • Heritage Trust sold 42 United Rentals shares in Q2 2026, an estimated $40K.
  • United Rentals made up 0.75% of Heritage Trust's portfolio in Q2 2026, its #35 holding.
  • Heritage Trust first reported a position in United Rentals in Q1 2022 and has held it in 13 quarters since.
  • 1,592 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.