Krilogy Financial’s United Rentals URI Stock Holding History

Krilogy Financial’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	$1.98M	Buy	1,751 +137	+8%	+$130K	0.06%	239
2026 Q1	$1.26M	Buy	1,614 +643	+66%	+$540K	0.04%	303
2025 Q4	$885K	Buy	971 +62	+7%	+$53.8K	0.03%	378
2025 Q3	$768K	Buy	+909	New	+$810K	0.03%	397
2023 Q2	–	Sell	-831	Closed	-$329K	–	382
2023 Q1	$329K	Buy	831 +132	+19%	+$55.4K	0.03%	322
2022 Q4	$248K	Buy	+699	New	+$230K	0.02%	345
2018 Q2	–	Sell	-100	Closed	-$17K	–	599
2018 Q1	$17K	Hold	100	–	–	﹤0.01%	463
2017 Q4	$17K	Hold	100	–	–	﹤0.01%	463
2017 Q3	$14K	Hold	100	–	–	﹤0.01%	540
2017 Q2	$11K	Buy	+100	New	+$11.2K	﹤0.01%	528

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Krilogy Financial's URI Position: Q2 2026 in Review

Krilogy Financial increased its United Rentals (URI) stake by 8.5% in Q2 2026, buying an estimated $130K and bringing the position to 1,751 shares worth $1.98M. The position accounts for 0.06% of the portfolio, ranked #239.

Krilogy Financial first reported a position in URI in Q2 2017 and has held it in 10 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Krilogy Financial held 1,751 shares of United Rentals worth $1.98M as of Q2 2026.
Krilogy Financial bought 137 United Rentals shares in Q2 2026, an estimated $130K.
United Rentals made up 0.06% of Krilogy Financial's portfolio in Q2 2026, its #239 holding.
Krilogy Financial first reported a position in United Rentals in Q2 2017 and has held it in 10 quarters since.
1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.