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J. Safra Asset Management’s United Rentals URI Stock Holding History

J. Safra Asset 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 		$5.66K Hold
5
– – ﹤0.01% 474
2026
Q1 		$3.64K Hold
5
– – ﹤0.01% 523
2025
Q4 		$4.05K Buy
+5
New +$4.34K ﹤0.01% 459
2025
Q1 		– Sell
-78
Closed -$55.1K – 394
2024
Q4 		$55.1K Buy
+78
New +$63.4K ﹤0.01% 190

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Capital Research Global Investors
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Franklin Resources
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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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

J. Safra Asset Management's URI Position: Q2 2026 in Review

J. Safra Asset Management held its United Rentals (URI) position steady in Q2 2026 at 5 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

J. Safra Asset Management first reported a position in URI in Q4 2024 and has held it in 4 quarters since. The position peaked at $55.1K in Q4 2024. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • J. Safra Asset Management held 5 shares of United Rentals worth $5.66K as of Q2 2026.
  • J. Safra Asset Management left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #474 holding.
  • J. Safra Asset Management first reported a position in United Rentals in Q4 2024 and has held it in 4 quarters since.
  • J. Safra Asset Management's United Rentals position peaked at $55.1K in Q4 2024.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.