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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 $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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Journey Strategic Wealth's URI Position: Q1 2026 in Review

Journey Strategic Wealth increased its United Rentals (URI) stake by 3.9% in Q1 2026, buying an estimated $28.6K and bringing the position to 903 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #276.

Journey Strategic Wealth first reported a position in URI in Q4 2023 and has held it in 10 quarters since. The position peaked at $838K in Q3 2025. 1,463 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Journey Strategic Wealth held 903 shares of United Rentals worth $658K as of Q1 2026.
  • Journey Strategic Wealth bought 34 United Rentals shares in Q1 2026, an estimated $28.6K.
  • United Rentals made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #276 holding.
  • Journey Strategic Wealth first reported a position in United Rentals in Q4 2023 and has held it in 10 quarters since.
  • Journey Strategic Wealth's United Rentals position peaked at $838K in Q3 2025.
  • 1,463 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.