Key Financial Inc’s United Rentals URI Stock Holding History

Key Financial Inc’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	$626K	Hold	553	–	–	0.1%	161
2026 Q1	$403K	Hold	553	–	–	0.07%	207
2025 Q4	$448K	Hold	553	–	–	0.08%	187
2025 Q3	$532K	Hold	553	–	–	0.1%	163
2025 Q2	$417K	Hold	553	–	–	0.08%	185
2025 Q1	$347K	Buy	553 +9	+2%	+$6.19K	0.08%	198
2024 Q4	$383K	Hold	544	–	–	0.09%	177
2024 Q3	$440K	Hold	544	–	–	0.1%	166
2024 Q2	$352K	Hold	544	–	–	0.08%	175
2024 Q1	$392K	Hold	544	–	–	0.1%	163
2023 Q4	$312K	Hold	544	–	–	0.09%	173
2023 Q3	$242K	Hold	544	–	–	0.08%	183
2023 Q2	$242K	Hold	544	–	–	0.08%	184
2023 Q1	$215K	Buy	544 +55	+11%	+$23.1K	0.08%	185
2022 Q4	$132K	Hold	489	–	–	0.06%	216
2022 Q3	$132K	Hold	489	–	–	0.06%	218
2022 Q2	$119K	Hold	489	–	–	0.06%	214
2022 Q1	$174K	Buy	489 +141	+41%	+$46K	0.09%	181
2021 Q4	$116K	Sell	348 -35	-9%	-$12.5K	0.06%	212
2021 Q3	$134K	Hold	383	–	–	0.08%	185
2021 Q2	$126K	Buy	383 +198	+107%	+$63.9K	0.07%	196
2021 Q1	$61K	Hold	185	–	–	0.04%	249
2020 Q4	$43K	Buy	+185	New	+$39.1K	0.03%	266
2020 Q2	–	Sell	-35	Closed	-$3K	–	599
2020 Q1	$3K	Buy	+35	New	+$4.64K	﹤0.01%	578

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

Key Financial Inc's URI Position: Q2 2026 in Review

Key Financial Inc held its United Rentals (URI) position steady in Q2 2026 at 553 shares worth $626K. The position accounts for 0.1% of the portfolio, ranked #161.

Key Financial Inc first reported a position in URI in Q1 2020 and has held it in 24 quarters since. 1,592 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Key Financial Inc held 553 shares of United Rentals worth $626K as of Q2 2026.
Key Financial Inc left its United Rentals share count unchanged in Q2 2026.
United Rentals made up 0.1% of Key Financial Inc's portfolio in Q2 2026, its #161 holding.
Key Financial Inc first reported a position in United Rentals in Q1 2020 and has held it in 24 quarters since.
1,592 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.