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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jackson Wealth Management's URI Position: Q1 2026 in Review

Jackson Wealth Management increased its United Rentals (URI) stake by 0.88% in Q1 2026, buying an estimated $63.8K and bringing the position to 8,671 shares worth $6.32M. The position accounts for 0.65% of the portfolio, ranked #37.

Jackson Wealth Management first reported a position in URI in Q4 2014 and has held it in 11 quarters since. The position peaked at $8.04M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Jackson Wealth Management held 8,671 shares of United Rentals worth $6.32M as of Q1 2026.
Jackson Wealth Management bought 76 United Rentals shares in Q1 2026, an estimated $63.8K.
United Rentals made up 0.65% of Jackson Wealth Management's portfolio in Q1 2026, its #37 holding.
Jackson Wealth Management first reported a position in United Rentals in Q4 2014 and has held it in 11 quarters since.
Jackson Wealth Management's United Rentals position peaked at $8.04M in Q3 2025.
1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.