Jackson Grant Investment Advisers’s United Rentals URI Stock Holding History

Jackson Grant Investment Advisers’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	$101K	Hold	89	–	–	0.03%	159
2026 Q1	$64.8K	Hold	89	–	–	0.02%	188
2025 Q4	$72K	Hold	89	–	–	0.02%	180
2025 Q3	$85K	Hold	89	–	–	0.03%	164
2025 Q2	$67.1K	Hold	89	–	–	0.02%	164
2025 Q1	$55.8K	Hold	89	–	–	0.02%	169
2024 Q4	$62.7K	Hold	89	–	–	0.02%	167
2024 Q3	$72.1K	Hold	89	–	–	0.03%	161
2024 Q2	$57.6K	Hold	89	–	–	0.02%	172
2024 Q1	$64.2K	Hold	89	–	–	0.03%	160
2023 Q4	$51K	Hold	89	–	–	0.02%	171
2023 Q3	$39.6K	Hold	89	–	–	0.02%	178
2023 Q2	$39.6K	Hold	89	–	–	0.02%	181
2023 Q1	$35.2K	Hold	89	–	–	0.02%	213
2022 Q4	$31.6K	Hold	89	–	–	0.02%	218
2022 Q3	$24K	Hold	89	–	–	0.01%	246
2022 Q2	$22K	Hold	89	–	–	0.01%	257
2022 Q1	$32K	Buy	+89	New	+$29.1K	0.01%	249
2021 Q4	–	Sell	-89	Closed	-$31K	–	313
2021 Q3	$31K	Hold	89	–	–	0.01%	258
2021 Q2	$28K	Buy	89 +5	+6%	+$1.61K	0.01%	265
2021 Q1	$28K	Buy	+84	New	+$23.8K	0.01%	256
2016 Q1	–	Sell	-380	Closed	-$28K	–	198
2015 Q4	$28K	Buy	+380	New	+$27.5K	0.03%	131

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jackson Grant Investment Advisers's URI Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its United Rentals (URI) position steady in Q2 2026 at 89 shares worth $101K. The position accounts for 0.03% of the portfolio, ranked #159.

Jackson Grant Investment Advisers first reported a position in URI in Q4 2015 and has held it in 22 quarters since. 1,592 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Jackson Grant Investment Advisers held 89 shares of United Rentals worth $101K as of Q2 2026.
Jackson Grant Investment Advisers left its United Rentals share count unchanged in Q2 2026.
United Rentals made up 0.03% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #159 holding.
Jackson Grant Investment Advisers first reported a position in United Rentals in Q4 2015 and has held it in 22 quarters since.
1,592 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.