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Joel Isaacson & Co’s United Rentals URI Stock Holding History

Joel Isaacson & Co’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 		$225K Buy
+199
New +$189K 0.01% 436
2025
Q4 		– Sell
-259
Closed -$247K – 474
2025
Q3 		$247K Buy
+259
New +$231K 0.01% 398
2024
Q4 		– Sell
-333
Closed -$270K – 388
2024
Q3 		$270K Hold
333
– – 0.01% 303
2024
Q2 		$215K Hold
333
– – 0.01% 320
2024
Q1 		$240K Buy
+333
New +$214K 0.01% 300

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Joel Isaacson & Co's URI Position: Q2 2026 in Review

Joel Isaacson & Co opened a new position in United Rentals (URI) in Q2 2026: 199 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #436 among its holdings. This is a return to the name: Joel Isaacson & Co previously reported a position in URI as recently as Q3 2025.

Joel Isaacson & Co first reported a position in URI in Q1 2024 and has held it in 5 quarters since. The position peaked at $270K in Q3 2024. 935 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Joel Isaacson & Co held 199 shares of United Rentals worth $225K as of Q2 2026.
  • United Rentals was a new Joel Isaacson & Co position in Q2 2026.
  • United Rentals made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #436 holding.
  • Joel Isaacson & Co first reported a position in United Rentals in Q1 2024 and has held it in 5 quarters since.
  • Joel Isaacson & Co's United Rentals position peaked at $270K in Q3 2024.
  • 935 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.