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Kingsview Wealth Management’s United Rentals URI Stock Holding History

Kingsview 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 		$565K Buy
499
+10
+2% +$9.51K 0.01% 926
2026
Q1 		$357K Sell
489
-62
-11% -$52.1K ﹤0.01% 1008
2025
Q4 		$446K Sell
551
-68
-11% -$59K 0.01% 883
2025
Q3 		$591K Buy
619
+24
+4% +$21.4K 0.01% 753
2025
Q2 		$448K Sell
595
-27
-4% -$18.1K 0.01% 804
2025
Q1 		$390K Sell
622
-2,317
-79% -$1.59M 0.01% 805
2024
Q4 		$2.07M Buy
2,939
+25
+0.9% +$20.3K 0.04% 383
2024
Q3 		$2.36M Buy
2,914
+57
+2% +$41K 0.05% 333
2024
Q2 		$1.85M Buy
2,857
+81
+3% +$53.8K 0.04% 366
2024
Q1 		$2M Sell
2,776
-424
-13% -$272K 0.05% 341
2023
Q4 		$1.84M Buy
3,200
+92
+3% +$43.4K 0.05% 300
2023
Q3 		$1.38M Sell
3,108
-186
-6% -$85.1K 0.05% 358
2023
Q2 		$1.47M Buy
3,294
+567
+21% +$210K 0.06% 305
2023
Q1 		$1.08M Buy
2,727
+2,141
+365% +$899K 0.05% 380
2022
Q4 		$208K Buy
+586
New +$193K 0.01% 780
2022
Q2 		– Sell
-661
Closed -$235K – 924
2022
Q1 		$235K Sell
661
-87
-12% -$28.4K 0.01% 772
2021
Q4 		$249K Sell
748
-65
-8% -$23.2K 0.01% 802
2021
Q3 		$285K Buy
813
+32
+4% +$10.7K 0.01% 698
2021
Q2 		$251K Sell
781
-27
-3% -$8.72K 0.01% 756
2021
Q1 		$268K Buy
+808
New +$229K 0.02% 678
2019
Q1 		– Sell
-3,505
Closed -$359K – 522
2018
Q4 		$359K Sell
3,505
-1,070
-23% -$129K 0.08% 256
2018
Q3 		$748K Buy
4,575
+327
+8% +$50.9K 0.15% 180
2018
Q2 		$627K Buy
4,248
+272
+7% +$44.4K 0.15% 168
2018
Q1 		$687K Buy
3,976
+231
+6% +$41K 0.17% 160
2017
Q4 		$644K Sell
3,745
-125
-3% -$19K 0.23% 137
2017
Q3 		$537K Buy
3,870
+329
+9% +$39.3K 0.24% 129
2017
Q2 		$399K Buy
3,541
+1,266
+56% +$141K 0.21% 147
2017
Q1 		$284K Buy
+2,275
New +$277K 0.17% 183

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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

Kingsview Wealth Management's URI Position: Q2 2026 in Review

Kingsview Wealth Management increased its United Rentals (URI) stake by 2% in Q2 2026, buying an estimated $9.51K and bringing the position to 499 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #926.

Kingsview Wealth Management first reported a position in URI in Q1 2017 and has held it in 28 quarters since. The position peaked at $2.36M in Q3 2024. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Kingsview Wealth Management held 499 shares of United Rentals worth $565K as of Q2 2026.
  • Kingsview Wealth Management bought 10 United Rentals shares in Q2 2026, an estimated $9.51K.
  • United Rentals made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #926 holding.
  • Kingsview Wealth Management first reported a position in United Rentals in Q1 2017 and has held it in 28 quarters since.
  • Kingsview Wealth Management's United Rentals position peaked at $2.36M in Q3 2024.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.