KJWM
URI icon

Kiley Juergens Wealth Management’s United Rentals URI Stock Holding History

Kiley Juergens 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 		$2.27M Sell
2,007
-63
-3% -$59.9K 0.36% 53
2026
Q1 		$1.51M Buy
+2,070
New +$1.74M 0.27% 68
2018
Q4 		– Sell
-100
Closed -$16K – 610
2018
Q3 		$16K Buy
+100
New +$15.6K 0.01% 404

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 $3.37T AUM 44.26% 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

Kiley Juergens Wealth Management's URI Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its United Rentals (URI) stake by 3% in Q2 2026, selling an estimated $59.9K and leaving 2,007 shares worth $2.27M. The position accounts for 0.36% of the portfolio, ranked #53.

Kiley Juergens Wealth Management first reported a position in URI in Q3 2018 and has held it in 3 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Kiley Juergens Wealth Management held 2,007 shares of United Rentals worth $2.27M as of Q2 2026.
  • Kiley Juergens Wealth Management sold 63 United Rentals shares in Q2 2026, an estimated $59.9K.
  • United Rentals made up 0.36% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Kiley Juergens Wealth Management first reported a position in United Rentals in Q3 2018 and has held it in 3 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.