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Kestra Private Wealth Services’s United Rentals URI Stock Holding History

Kestra Private Wealth Services’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 		$2.3M Sell
2,030
-211
-9% -$201K 0.03% 553
2026
Q1 		$1.63M Buy
2,241
+127
+6% +$107K 0.02% 626
2025
Q4 		$1.71M Buy
2,114
+565
+36% +$490K 0.02% 596
2025
Q3 		$1.48M Sell
1,549
-204
-12% -$182K 0.02% 629
2025
Q2 		$1.32M Buy
1,753
+33
+2% +$22.1K 0.02% 627
2025
Q1 		$1.08M Buy
1,720
+113
+7% +$77.7K 0.02% 651
2024
Q4 		$1.13M Buy
1,607
+200
+14% +$163K 0.02% 603
2024
Q3 		$1.14M Buy
1,407
+43
+3% +$30.9K 0.02% 577
2024
Q2 		$882K Buy
1,364
+301
+28% +$200K 0.02% 616
2024
Q1 		$767K Buy
1,063
+118
+12% +$75.7K 0.02% 634
2023
Q4 		$542K Sell
945
-41
-4% -$19.3K 0.01% 698
2023
Q3 		$438K Buy
986
+208
+27% +$95.2K 0.01% 713
2023
Q2 		$346K Sell
778
-94
-11% -$34.8K 0.01% 767
2023
Q1 		$345K Sell
872
-500
-36% -$210K 0.01% 735
2022
Q4 		$488K Buy
1,372
+557
+68% +$183K 0.02% 532
2022
Q3 		$220K Sell
815
-16
-2% -$4.66K 0.01% 755
2022
Q2 		$202K Sell
831
-20
-2% -$5.88K 0.01% 802
2022
Q1 		$302K Buy
851
+47
+6% +$15.3K 0.02% 748
2021
Q4 		$267K Buy
804
+232
+41% +$82.7K 0.01% 815
2021
Q3 		$201K Buy
+572
New +$192K 0.01% 857

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JP Morgan Chase
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Vanguard Portfolio Management
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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 Private Wealth Services's URI Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its United Rentals (URI) stake by 9.4% in Q2 2026, selling an estimated $201K and leaving 2,030 shares worth $2.3M. The position accounts for 0.03% of the portfolio, ranked #553.

Kestra Private Wealth Services first reported a position in URI in Q3 2021 and has held it in 20 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Kestra Private Wealth Services held 2,030 shares of United Rentals worth $2.3M as of Q2 2026.
  • Kestra Private Wealth Services sold 211 United Rentals shares in Q2 2026, an estimated $201K.
  • United Rentals made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #553 holding.
  • Kestra Private Wealth Services first reported a position in United Rentals in Q3 2021 and has held it in 20 quarters since.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.