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JFS Wealth Advisors’s United Rentals URI Stock Holding History

JFS Wealth 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 		$127K Hold
112
– – 0.01% 397
2026
Q1 		$81.6K Sell
112
-8
-7% -$6.72K ﹤0.01% 433
2025
Q4 		$97.1K Buy
120
+22
+22% +$19.1K 0.01% 416
2025
Q3 		$93.6K Sell
98
-11
-10% -$9.8K 0.01% 416
2025
Q2 		$82.1K Sell
109
-1
-0.9% -$669 0.01% 400
2025
Q1 		$68.9K Sell
110
-10
-8% -$6.87K ﹤0.01% 419
2024
Q4 		$84.5K Hold
120
– – 0.01% 382
2024
Q3 		$97.2K Buy
120
+2
+2% +$1.44K 0.01% 368
2024
Q2 		$76.3K Hold
118
– – 0.01% 359
2024
Q1 		$85.1K Buy
118
+7
+6% +$4.49K 0.01% 346
2023
Q4 		$63.6K Buy
111
+58
+109% +$27.4K 0.01% 373
2023
Q3 		$23.6K Hold
53
– – ﹤0.01% 502
2023
Q2 		$23.6K Sell
53
-4
-7% -$1.48K ﹤0.01% 505
2023
Q1 		$22.6K Buy
57
+1
+2% +$420 ﹤0.01% 501
2022
Q4 		$19.9K Buy
56
+5
+10% +$1.64K ﹤0.01% 536
2022
Q3 		$14K Buy
51
+41
+410% +$11.9K ﹤0.01% 650
2022
Q2 		$2K Sell
10
-31
-76% -$9.12K ﹤0.01% 1401
2022
Q1 		$15K Buy
+41
New +$13.4K ﹤0.01% 682

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFS Wealth Advisors's URI Position: Q2 2026 in Review

JFS Wealth Advisors held its United Rentals (URI) position steady in Q2 2026 at 112 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #397.

JFS Wealth Advisors first reported a position in URI in Q1 2022 and has held it in 18 quarters since. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • JFS Wealth Advisors held 112 shares of United Rentals worth $127K as of Q2 2026.
  • JFS Wealth Advisors left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #397 holding.
  • JFS Wealth Advisors first reported a position in United Rentals in Q1 2022 and has held it in 18 quarters since.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.