KIM
URI icon

Kestra Investment Management’s United Rentals URI Stock Holding History

Kestra Investment 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 		$346K Buy
+305
New +$290K 0.01% 392
2025
Q2 		– Sell
-3
Closed -$1.88K – 965
2025
Q1 		$1.88K Sell
3
-45
-94% -$30.9K ﹤0.01% 772
2024
Q4 		$33.8K Buy
+48
New +$39K ﹤0.01% 618

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
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

Kestra Investment Management's URI Position: Q2 2026 in Review

Kestra Investment Management opened a new position in United Rentals (URI) in Q2 2026: 305 shares worth $346K. The stake represents 0.01% of the portfolio and ranks #392 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in URI as recently as Q1 2025.

Kestra Investment Management first reported a position in URI in Q4 2024 and has held it in 3 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Kestra Investment Management held 305 shares of United Rentals worth $346K as of Q2 2026.
  • United Rentals was a new Kestra Investment Management position in Q2 2026.
  • United Rentals made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #392 holding.
  • Kestra Investment Management first reported a position in United Rentals in Q4 2024 and has held it in 3 quarters since.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.