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Kelleher Financial Advisors’s United Rentals URI Stock Holding History

Kelleher Financial 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 		$185K Buy
163
+83
+104% +$79K 0.03% 299
2026
Q1 		$58.3K Hold
80
– – 0.01% 355
2025
Q4 		$64.7K Hold
80
– – 0.01% 369
2025
Q3 		$76.4K Buy
+80
New +$71.3K 0.02% 289

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Vanguard Portfolio Management
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Capital Research Global Investors
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Franklin Resources
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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

Kelleher Financial Advisors's URI Position: Q2 2026 in Review

Kelleher Financial Advisors increased its United Rentals (URI) stake by 104% in Q2 2026, buying an estimated $79K and bringing the position to 163 shares worth $185K. The position accounts for 0.03% of the portfolio, ranked #299.

Kelleher Financial Advisors first reported a position in URI in Q3 2025 and has held it in 4 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Kelleher Financial Advisors held 163 shares of United Rentals worth $185K as of Q2 2026.
  • Kelleher Financial Advisors bought 83 United Rentals shares in Q2 2026, an estimated $79K.
  • United Rentals made up 0.03% of Kelleher Financial Advisors's portfolio in Q2 2026, its #299 holding.
  • Kelleher Financial Advisors first reported a position in United Rentals in Q3 2025 and has held it in 4 quarters since.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.