Jackson Wealth Management’s United Rentals URI Stock Holding History

Jackson Wealth 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	$941K	Sell	831 -7,840	-90%	-$7.46M	0.55%	34
2026 Q1	$6.32M	Buy	8,671 +76	+0.9%	+$63.8K	0.65%	37
2025 Q4	$6.96M	Buy	8,595 +170	+2%	+$148K	0.68%	39
2025 Q3	$8.04M	Buy	8,425 +99	+1%	+$88.2K	0.8%	36
2025 Q2	$6.27M	Sell	8,326 -214	-3%	-$143K	0.68%	39
2025 Q1	$5.35M	Sell	8,540 -90	-1%	-$61.9K	0.65%	40
2024 Q4	$6.08M	Buy	8,630 +32	+0.4%	+$26K	0.69%	39
2024 Q3	$6.96M	Buy	8,598 +3,515	+69%	+$2.53M	0.83%	33
2024 Q2	$3.29M	Sell	5,083 -2,986	-37%	-$1.98M	0.7%	39
2024 Q1	$5.82M	Buy	8,069 +532	+7%	+$341K	0.73%	36
2023 Q4	$4.32M	Buy	+7,537	New	+$3.56M	0.57%	43
2015 Q1	–	Sell	-1,966	Closed	-$201K	–	135
2014 Q4	$201K	Buy	+1,966	New	+$211K	0.07%	115

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 Wealth Management's URI Position: Q2 2026 in Review

Jackson Wealth Management reduced its United Rentals (URI) stake by 90% in Q2 2026, selling an estimated $7.46M and leaving 831 shares worth $941K. The position accounts for 0.55% of the portfolio, ranked #34.

Jackson Wealth Management first reported a position in URI in Q4 2014 and has held it in 12 quarters since. The position peaked at $8.04M in Q3 2025. 1,592 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Jackson Wealth Management held 831 shares of United Rentals worth $941K as of Q2 2026.
Jackson Wealth Management sold 7,840 United Rentals shares in Q2 2026, an estimated $7.46M.
United Rentals made up 0.55% of Jackson Wealth Management's portfolio in Q2 2026, its #34 holding.
Jackson Wealth Management first reported a position in United Rentals in Q4 2014 and has held it in 12 quarters since.
Jackson Wealth Management's United Rentals position peaked at $8.04M in Q3 2025.
1,592 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.