Lantern Wealth Advisors’s United Rentals URI Stock Holding History

Lantern 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	$333K	Hold	294	–	–	0.15%	138
2026 Q1	$214K	Buy	+294	New	+$247K	0.11%	163

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 $3.37T AUM 44.26% 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

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

Lantern Wealth Advisors held its United Rentals (URI) position steady in Q2 2026 at 294 shares worth $333K. The position accounts for 0.15% of the portfolio, ranked #138.

Lantern Wealth Advisors first reported a position in URI in Q1 2026 and has held it in 2 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Lantern Wealth Advisors held 294 shares of United Rentals worth $333K as of Q2 2026.
Lantern Wealth Advisors left its United Rentals share count unchanged in Q2 2026.
United Rentals made up 0.15% of Lantern Wealth Advisors's portfolio in Q2 2026, its #138 holding.
Lantern Wealth Advisors first reported a position in United Rentals in Q1 2026 and has held it in 2 quarters since.
1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.