J. Derek Lewis & Associates’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$239K Buy
+211
New +$201K 0.05% 167
2026
Q1
Sell
-254
Closed -$205K 230
2025
Q4
$205K Buy
+254
New +$220K 0.05% 173

Other funds holding URI

J. Derek Lewis & Associates's URI Position: Q2 2026 in Review

J. Derek Lewis & Associates opened a new position in United Rentals (URI) in Q2 2026: 211 shares worth $239K. The stake represents 0.05% of the portfolio and ranks #167 among its holdings. This is a return to the name: J. Derek Lewis & Associates previously reported a position in URI as recently as Q4 2025.

J. Derek Lewis & Associates first reported a position in URI in Q4 2025 and has held it in 2 quarters since. 935 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • J. Derek Lewis & Associates held 211 shares of United Rentals worth $239K as of Q2 2026.
  • United Rentals was a new J. Derek Lewis & Associates position in Q2 2026.
  • United Rentals made up 0.05% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #167 holding.
  • J. Derek Lewis & Associates first reported a position in United Rentals in Q4 2025 and has held it in 2 quarters since.
  • 935 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.