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Klingman & Associates’s United Rentals URI Stock Holding History

Klingman & Associates’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 		$844K Buy
745
+54
+8% +$51.4K 0.04% 156
2026
Q1 		$503K Sell
691
-23
-3% -$19.3K 0.02% 193
2025
Q4 		$578K Buy
714
+46
+7% +$39.9K 0.03% 175
2025
Q3 		$638K Buy
668
+14
+2% +$12.5K 0.03% 161
2025
Q2 		$493K Sell
654
-5
-0.8% -$3.34K 0.03% 178
2025
Q1 		$413K Sell
659
-10
-1% -$6.87K 0.03% 180
2024
Q4 		$471K Buy
669
+15
+2% +$12.2K 0.03% 156
2024
Q3 		$530K Buy
654
+1
+0.2% +$719 0.03% 154
2024
Q2 		$422K Buy
653
+5
+0.8% +$3.32K 0.03% 156
2024
Q1 		$467K Hold
648
– – 0.03% 147
2023
Q4 		$372K Sell
648
-403
-38% -$190K 0.03% 163
2023
Q3 		$467K Buy
+1,051
New +$481K 0.04% 134
2016
Q1 		– Sell
-2,500
Closed -$181K – 407
2015
Q4 		$181K Hold
2,500
– – 0.07% 118
2015
Q3 		$150K Buy
+2,500
New +$174K 0.06% 129

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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

Klingman & Associates's URI Position: Q2 2026 in Review

Klingman & Associates increased its United Rentals (URI) stake by 7.8% in Q2 2026, buying an estimated $51.4K and bringing the position to 745 shares worth $844K. The position accounts for 0.04% of the portfolio, ranked #156.

Klingman & Associates first reported a position in URI in Q3 2015 and has held it in 14 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Klingman & Associates held 745 shares of United Rentals worth $844K as of Q2 2026.
  • Klingman & Associates bought 54 United Rentals shares in Q2 2026, an estimated $51.4K.
  • United Rentals made up 0.04% of Klingman & Associates's portfolio in Q2 2026, its #156 holding.
  • Klingman & Associates first reported a position in United Rentals in Q3 2015 and has held it in 14 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.