Lake Street Private Wealth’s United Rentals URI Stock Holding History

Lake Street Private Wealth’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	$340K	Buy	300 +4	+1%	+$3.81K	0.04%	214
2026 Q1	$216K	Buy	296 +2	+0.7%	+$1.68K	0.03%	249
2025 Q4	$238K	Buy	294 +2	+0.7%	+$1.74K	0.03%	248
2025 Q3	$279K	Sell	292 -3	-1%	-$2.67K	0.04%	226
2025 Q2	$222K	Buy	+295	New	+$197K	0.03%	238
2025 Q1	–	Sell	-304	Closed	-$214K	–	261
2024 Q4	$214K	Hold	304	–	–	0.03%	230
2024 Q3	$246K	Sell	304 -40	-12%	-$28.8K	0.04%	226
2024 Q2	$222K	Sell	344 -24	-7%	-$15.9K	0.03%	296
2024 Q1	$265K	Sell	368 -13	-3%	-$8.34K	0.04%	272
2023 Q4	$218K	Buy	+381	New	+$180K	0.03%	286

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

Lake Street Private Wealth's URI Position: Q2 2026 in Review

Lake Street Private Wealth increased its United Rentals (URI) stake by 1.4% in Q2 2026, buying an estimated $3.81K and bringing the position to 300 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #214.

Lake Street Private Wealth first reported a position in URI in Q4 2023 and has held it in 10 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Lake Street Private Wealth held 300 shares of United Rentals worth $340K as of Q2 2026.
Lake Street Private Wealth bought 4 United Rentals shares in Q2 2026, an estimated $3.81K.
United Rentals made up 0.04% of Lake Street Private Wealth's portfolio in Q2 2026, its #214 holding.
Lake Street Private Wealth first reported a position in United Rentals in Q4 2023 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 Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.