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High Note Wealth’s United Rentals URI Stock Holding History

High Note Wealth’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 		$160K Sell
141
-2
-1% -$1.9K 0.03% 129
2026
Q1 		$104K Buy
143
+5
+4% +$4.2K 0.02% 147
2025
Q4 		$112K Hold
138
– – 0.02% 137
2025
Q3 		$132K Hold
138
– – 0.03% 123
2025
Q2 		$104K Hold
138
– – 0.02% 132
2025
Q1 		$86.5K Hold
138
– – 0.02% 138
2024
Q4 		$97.2K Buy
+138
New +$112K 0.03% 129

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

High Note Wealth's URI Position: Q2 2026 in Review

High Note Wealth reduced its United Rentals (URI) stake by 1.4% in Q2 2026, selling an estimated $1.9K and leaving 141 shares worth $160K. The position accounts for 0.03% of the portfolio, ranked #129.

High Note Wealth first reported a position in URI in Q4 2024 and has held it in 7 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • High Note Wealth held 141 shares of United Rentals worth $160K as of Q2 2026.
  • High Note Wealth sold 2 United Rentals shares in Q2 2026, an estimated $1.9K.
  • United Rentals made up 0.03% of High Note Wealth's portfolio in Q2 2026, its #129 holding.
  • High Note Wealth first reported a position in United Rentals in Q4 2024 and has held it in 7 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.