KWM
URI icon

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
2018
Q1 		– Sell
-200
Closed -$3K – 430
2017
Q4 		$3K Hold
200
– – ﹤0.01% 354
2017
Q3 		$3K Buy
+200
New +$23.9K ﹤0.01% 320

Other funds holding URI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kingsview Wealth Management's URI Position: Q1 2026 in Review

Kingsview Wealth Management reduced its United Rentals (URI) stake by 11% in Q1 2026, selling an estimated $52.1K and leaving 489 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Kingsview Wealth Management first reported a position in URI in Q1 2017 and has held it in 27 quarters since. The position peaked at $2.36M in Q3 2024. 1,454 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Kingsview Wealth Management held 489 shares of United Rentals worth $357K as of Q1 2026.
  • Kingsview Wealth Management sold 62 United Rentals shares in Q1 2026, an estimated $52.1K.
  • United Rentals made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1008 holding.
  • Kingsview Wealth Management first reported a position in United Rentals in Q1 2017 and has held it in 27 quarters since.
  • Kingsview Wealth Management's United Rentals position peaked at $2.36M in Q3 2024.
  • 1,454 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.