JWCA
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J.W. Cole Advisors’s United Rentals URI Stock Holding History

J.W. Cole Advisors’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 		$992K Buy
+876
New +$833K 0.02% 756
2026
Q1 		– Sell
-1,065
Closed -$652K – 1433
2025
Q4 		$652K Sell
1,065
-978
-48% -$849K 0.02% 803
2025
Q3 		$1.95M Sell
2,043
-64
-3% -$57K 0.04% 463
2025
Q2 		$1.59M Buy
2,107
+1,652
+363% +$1.1M 0.03% 500
2025
Q1 		$285K Sell
455
-134
-23% -$92.1K 0.01% 989
2024
Q4 		$415K Buy
589
+317
+117% +$258K 0.02% 671
2024
Q3 		$220K Buy
+272
New +$196K 0.01% 873
2020
Q1 		– Sell
-1,543
Closed -$257K – 471
2019
Q4 		$257K Buy
+1,543
New +$224K 0.03% 452

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Vanguard Portfolio Management
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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
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J.W. Cole Advisors's URI Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in United Rentals (URI) in Q2 2026: 876 shares worth $992K. The stake represents 0.02% of the portfolio and ranks #756 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in URI as recently as Q4 2025.

J.W. Cole Advisors first reported a position in URI in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.95M in Q3 2025. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • J.W. Cole Advisors held 876 shares of United Rentals worth $992K as of Q2 2026.
  • United Rentals was a new J.W. Cole Advisors position in Q2 2026.
  • United Rentals made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #756 holding.
  • J.W. Cole Advisors first reported a position in United Rentals in Q4 2019 and has held it in 8 quarters since.
  • J.W. Cole Advisors's United Rentals position peaked at $1.95M in Q3 2025.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.