JSW
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Journey Strategic Wealth’s United Rentals URI Stock Holding History

Journey Strategic Wealth’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 		$658K Buy
903
+34
+4% +$28.6K 0.02% 276
2025
Q4 		$704K Sell
869
-8
-0.9% -$6.94K 0.02% 236
2025
Q3 		$838K Sell
877
-4
-0.5% -$3.56K 0.02% 197
2025
Q2 		$664K Buy
881
+100
+13% +$66.9K 0.02% 234
2025
Q1 		$490K Buy
781
+24
+3% +$16.5K 0.02% 230
2024
Q4 		$533K Sell
757
-5
-0.7% -$4.06K 0.02% 205
2024
Q3 		$617K Buy
762
+109
+17% +$78.4K 0.02% 189
2024
Q2 		$422K Buy
653
+177
+37% +$118K 0.02% 190
2024
Q1 		$343K Buy
476
+83
+21% +$53.3K 0.02% 165
2023
Q4 		$225K Buy
+393
New +$185K 0.01% 182

Other funds holding URI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return