Keebeck Wealth Management’s United Rentals URI Stock Holding History

Keebeck 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 Q2	$876K	Hold	773	–	–	0.09%	178
2026 Q1	$563K	Hold	773	–	–	0.06%	219
2025 Q4	$626K	Hold	773	–	–	0.07%	191
2025 Q3	$738K	Sell	773 -3	-0.4%	-$2.67K	0.09%	167
2025 Q2	$585K	Hold	776	–	–	0.08%	172
2025 Q1	$486K	Hold	776	–	–	0.07%	170
2024 Q4	$547K	Hold	776	–	–	0.08%	163
2024 Q3	$628K	Sell	776 -300	-28%	-$216K	0.09%	153
2024 Q2	$696K	Hold	1,076	–	–	0.1%	149
2024 Q1	$776K	Buy	1,076 +63	+6%	+$40.4K	0.11%	151
2023 Q4	$581K	Sell	1,013 -1	-0.1%	-$472	0.1%	165
2023 Q3	$451K	Buy	1,014 +11	+1%	+$5.04K	0.08%	184
2023 Q2	$447K	Sell	1,003 -12	-1%	-$4.45K	0.06%	188
2023 Q1	$402K	Buy	1,015 +12	+1%	+$5.04K	0.06%	178
2022 Q4	$356K	Buy	1,003 +3	+0.3%	+$986	0.06%	179
2022 Q3	$270K	Hold	1,000	–	–	0.05%	200
2022 Q2	$243K	Hold	1,000	–	–	0.05%	208
2022 Q1	$355K	Hold	1,000	–	–	0.06%	184
2021 Q4	$332K	Hold	1,000	–	–	0.06%	179
2021 Q3	$351K	Hold	1,000	–	–	0.07%	163
2021 Q2	$319K	Hold	1,000	–	–	0.05%	201
2021 Q1	$329K	Hold	1,000	–	–	0.05%	193
2020 Q4	$232K	Buy	+1,000	New	+$211K	0.04%	195
2020 Q3	–	Sell	-1,000	Closed	-$149K	–	350
2020 Q2	$149K	Buy	+1,000	New	+$127K	0.05%	166
2020 Q1	–	Sell	-2,055	Closed	-$342K	–	319
2019 Q4	$342K	Buy	+2,055	New	+$298K	0.11%	111

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Keebeck Wealth Management's URI Position: Q2 2026 in Review

Keebeck Wealth Management held its United Rentals (URI) position steady in Q2 2026 at 773 shares worth $876K. The position accounts for 0.09% of the portfolio, ranked #178.

Keebeck Wealth Management first reported a position in URI in Q4 2019 and has held it in 25 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Keebeck Wealth Management held 773 shares of United Rentals worth $876K as of Q2 2026.
Keebeck Wealth Management left its United Rentals share count unchanged in Q2 2026.
United Rentals made up 0.09% of Keebeck Wealth Management's portfolio in Q2 2026, its #178 holding.
Keebeck Wealth Management first reported a position in United Rentals in Q4 2019 and has held it in 25 quarters since.
1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.