IIM
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Illumine Investment Management’s United Rentals URI Stock Holding History

Illumine Investment Management’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 		– Sell
-1,026
Closed -$976K – 56
2026
Q1 		$748K Hold
1,026
– – 0.57% 65
2025
Q4 		$830K Sell
1,026
-50
-5% -$43.4K 0.61% 54
2025
Q3 		$1.03M Hold
1,076
– – 0.73% 50
2025
Q2 		$811K Hold
1,076
– – 0.65% 48
2025
Q1 		$674K Hold
1,076
– – 0.55% 56
2024
Q4 		$758K Buy
+1,076
New +$875K 0.62% 49

Other funds holding URI

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Illumine Investment Management's URI Position: Q2 2026 in Review

Illumine Investment Management sold out of United Rentals (URI) in Q2 2026, closing a stake of 1,026 shares — an estimated $976K sold.

Illumine Investment Management first reported a position in URI in Q4 2024 and held it in 6 quarters. The position peaked at $1.03M in Q3 2025. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Illumine Investment Management reported no remaining United Rentals position as of Q2 2026 after selling out during the quarter.
  • Illumine Investment Management sold 1,026 United Rentals shares in Q2 2026, an estimated $976K.
  • Illumine Investment Management first reported a position in United Rentals in Q4 2024 and held it in 6 quarters.
  • Illumine Investment Management's United Rentals position peaked at $1.03M in Q3 2025.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Illumine Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.