IWA
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Icon Wealth Advisors’s United Rentals URI Stock Holding History

Icon 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 		$1.26M Sell
1,115
-7
-0.6% -$6.66K 0.08% 161
2026
Q1 		$1.07M Sell
1,122
-538
-32% -$452K 0.07% 163
2025
Q4 		$1.34M Sell
1,660
-31
-2% -$26.9K 0.09% 149
2025
Q3 		$1.61M Buy
1,691
+417
+33% +$372K 0.11% 136
2025
Q2 		$960K Buy
+1,274
New +$852K 0.07% 175
2024
Q4 		– Sell
-127
Closed -$103K – 524
2024
Q3 		$103K Buy
+127
New +$91.3K 0.01% 476
2024
Q2 		– Sell
-142
Closed -$102K – 496
2024
Q1 		$102K Sell
142
-59
-29% -$37.9K 0.01% 460
2023
Q4 		$115K Buy
+201
New +$94.8K 0.01% 409

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

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

Icon Wealth Advisors reduced its United Rentals (URI) stake by 0.62% in Q2 2026, selling an estimated $6.66K and leaving 1,115 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #161.

Icon Wealth Advisors first reported a position in URI in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.61M in Q3 2025. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Icon Wealth Advisors held 1,115 shares of United Rentals worth $1.26M as of Q2 2026.
  • Icon Wealth Advisors sold 7 United Rentals shares in Q2 2026, an estimated $6.66K.
  • United Rentals made up 0.08% of Icon Wealth Advisors's portfolio in Q2 2026, its #161 holding.
  • Icon Wealth Advisors first reported a position in United Rentals in Q4 2023 and has held it in 8 quarters since.
  • Icon Wealth Advisors's United Rentals position peaked at $1.61M in Q3 2025.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.