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Independent Financial Group’s United Rentals URI Stock Holding History

Independent Financial 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 		$1.7M Sell
1,498
-76
-5% -$72.3K 0.03% 500
2026
Q1 		$1.15M Sell
1,574
-220
-12% -$185K 0.03% 580
2025
Q4 		$1.45M Sell
1,794
-870
-33% -$755K 0.03% 499
2025
Q3 		$2.54M Buy
2,664
+1,152
+76% +$1.03M 0.06% 312
2025
Q2 		$1.14M Sell
1,512
-311
-17% -$208K 0.03% 507
2025
Q1 		$1.14M Buy
1,823
+453
+33% +$311K 0.04% 449
2024
Q4 		$965K Buy
1,370
+277
+25% +$225K 0.03% 490
2024
Q3 		$885K Sell
1,093
-1,095
-50% -$788K 0.03% 478
2024
Q2 		$1.42M Buy
2,188
+1,067
+95% +$709K 0.06% 313
2024
Q1 		$808K Buy
1,121
+316
+39% +$203K 0.04% 435
2023
Q4 		$462K Buy
805
+88
+12% +$41.5K 0.02% 572
2023
Q3 		$319K Buy
717
+9
+1% +$4.12K 0.02% 634
2023
Q2 		$315K Buy
708
+193
+37% +$71.5K 0.02% 628
2023
Q1 		$204K Buy
+515
New +$216K 0.02% 765

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

Independent Financial Group's URI Position: Q2 2026 in Review

Independent Financial Group reduced its United Rentals (URI) stake by 4.8% in Q2 2026, selling an estimated $72.3K and leaving 1,498 shares worth $1.7M. The position accounts for 0.03% of the portfolio, ranked #500.

Independent Financial Group first reported a position in URI in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.54M in Q3 2025. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Independent Financial Group held 1,498 shares of United Rentals worth $1.7M as of Q2 2026.
  • Independent Financial Group sold 76 United Rentals shares in Q2 2026, an estimated $72.3K.
  • United Rentals made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #500 holding.
  • Independent Financial Group first reported a position in United Rentals in Q1 2023 and has held it in 14 quarters since.
  • Independent Financial Group's United Rentals position peaked at $2.54M in Q3 2025.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.