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Integrated Wealth Concepts’s United Rentals URI Stock Holding History

Integrated Wealth Concepts’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 		$744K Buy
656
+15
+2% +$14.3K ﹤0.01% 1411
2026
Q1 		$467K Buy
+641
New +$538K ﹤0.01% 1576
2025
Q1 		– Sell
-382
Closed -$269K – 1831
2024
Q4 		$269K Buy
382
+27
+8% +$21.9K ﹤0.01% 1432
2024
Q3 		$288K Buy
355
+25
+8% +$18K ﹤0.01% 1370
2024
Q2 		$214K Sell
330
-382
-54% -$254K ﹤0.01% 1489
2024
Q1 		$513K Buy
+712
New +$457K 0.01% 1046
2023
Q3 		– Sell
-1,165
Closed -$519K – 1630
2023
Q2 		$519K Buy
1,165
+659
+130% +$244K 0.01% 972
2023
Q1 		$200K Buy
+506
New +$213K ﹤0.01% 1224
2022
Q2 		– Sell
-576
Closed -$205K – 1076
2022
Q1 		$205K Sell
576
-308
-35% -$101K 0.01% 876
2021
Q4 		$294K Buy
884
+137
+18% +$48.8K 0.01% 782
2021
Q3 		$262K Buy
+747
New +$251K 0.01% 792

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

Integrated Wealth Concepts's URI Position: Q2 2026 in Review

Integrated Wealth Concepts increased its United Rentals (URI) stake by 2.3% in Q2 2026, buying an estimated $14.3K and bringing the position to 656 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Integrated Wealth Concepts first reported a position in URI in Q3 2021 and has held it in 11 quarters since. 1,593 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Integrated Wealth Concepts held 656 shares of United Rentals worth $744K as of Q2 2026.
  • Integrated Wealth Concepts bought 15 United Rentals shares in Q2 2026, an estimated $14.3K.
  • United Rentals made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1411 holding.
  • Integrated Wealth Concepts first reported a position in United Rentals in Q3 2021 and has held it in 11 quarters since.
  • 1,593 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.