HAG
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HighPoint Advisor Group’s United Rentals URI Stock Holding History

HighPoint Advisor Group’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 		$1.29M Sell
1,135
-99
-8% -$94.2K 0.05% 281
2026
Q1 		$899K Sell
1,234
-2,088
-63% -$1.75M 0.04% 308
2025
Q4 		$2.69M Buy
3,322
+1,230
+59% +$1.07M 0.06% 266
2025
Q3 		$2M Sell
2,092
-19
-0.9% -$16.9K 0.1% 162
2025
Q2 		$1.59M Buy
2,111
+135
+7% +$90.3K 0.08% 185
2025
Q1 		$1.25M Buy
1,976
+796
+67% +$547K 0.07% 212
2024
Q4 		$889K Buy
1,180
+353
+43% +$287K 0.05% 258
2024
Q3 		$657K Sell
827
-354
-30% -$255K 0.04% 306
2024
Q2 		$870K Buy
1,181
+416
+54% +$276K 0.05% 249
2024
Q1 		$533K Buy
765
+210
+38% +$135K 0.04% 335
2023
Q4 		$391K Buy
+555
New +$262K 0.03% 407

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

HighPoint Advisor Group's URI Position: Q2 2026 in Review

HighPoint Advisor Group reduced its United Rentals (URI) stake by 8% in Q2 2026, selling an estimated $94.2K and leaving 1,135 shares worth $1.29M. The position accounts for 0.05% of the portfolio, ranked #281.

HighPoint Advisor Group first reported a position in URI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.69M in Q4 2025. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • HighPoint Advisor Group held 1,135 shares of United Rentals worth $1.29M as of Q2 2026.
  • HighPoint Advisor Group sold 99 United Rentals shares in Q2 2026, an estimated $94.2K.
  • United Rentals made up 0.05% of HighPoint Advisor Group's portfolio in Q2 2026, its #281 holding.
  • HighPoint Advisor Group first reported a position in United Rentals in Q4 2023 and has held it in 11 quarters since.
  • HighPoint Advisor Group's United Rentals position peaked at $2.69M in Q4 2025.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.