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Kingswood Wealth Advisors’s United Rentals URI Stock Holding History

Kingswood Wealth Advisors’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 		$412K Buy
364
+54
+17% +$51.4K 0.02% 661
2026
Q1 		$226K Buy
310
+46
+17% +$38.6K 0.01% 833
2025
Q4 		$214K Sell
264
-76
-22% -$66K 0.01% 802
2025
Q3 		$325K Sell
340
-16
-4% -$14.3K 0.02% 602
2025
Q2 		$268K Sell
356
-53
-13% -$35.4K 0.02% 608
2025
Q1 		$257K Sell
409
-114
-22% -$78.4K 0.02% 599
2024
Q4 		$368K Buy
+523
New +$425K 0.03% 537

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

Kingswood Wealth Advisors's URI Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its United Rentals (URI) stake by 17% in Q2 2026, buying an estimated $51.4K and bringing the position to 364 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #661.

Kingswood Wealth Advisors first reported a position in URI in Q4 2024 and has held it in 7 quarters since. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Kingswood Wealth Advisors held 364 shares of United Rentals worth $412K as of Q2 2026.
  • Kingswood Wealth Advisors bought 54 United Rentals shares in Q2 2026, an estimated $51.4K.
  • United Rentals made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #661 holding.
  • Kingswood Wealth Advisors first reported a position in United Rentals in Q4 2024 and has held it in 7 quarters since.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.