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Larson Financial Group’s United Rentals URI Stock Holding History

Larson Financial Group’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 		$641K Sell
566
-14
-2% -$13.3K 0.02% 488
2026
Q1 		$422K Buy
580
+48
+9% +$40.3K 0.01% 526
2025
Q4 		$431K Sell
532
-139
-21% -$121K 0.01% 507
2025
Q3 		$641K Sell
671
-224
-25% -$200K 0.02% 406
2025
Q2 		$674K Buy
895
+262
+41% +$175K 0.03% 365
2025
Q1 		$397K Buy
633
+174
+38% +$120K 0.02% 457
2024
Q4 		$323K Sell
459
-156
-25% -$127K 0.02% 464
2024
Q3 		$498K Buy
615
+315
+105% +$227K 0.03% 338
2024
Q2 		$194K Hold
300
– – 0.01% 474
2024
Q1 		$216K Buy
300
+235
+362% +$151K 0.02% 390
2023
Q4 		$37.3K Buy
65
+61
+1,525% +$28.8K ﹤0.01% 709
2023
Q3 		$1.78K Buy
+4
New +$1.83K ﹤0.01% 1380

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

Larson Financial Group's URI Position: Q2 2026 in Review

Larson Financial Group reduced its United Rentals (URI) stake by 2.4% in Q2 2026, selling an estimated $13.3K and leaving 566 shares worth $641K. The position accounts for 0.02% of the portfolio, ranked #488.

Larson Financial Group first reported a position in URI in Q3 2023 and has held it in 12 quarters since. The position peaked at $674K in Q2 2025. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Larson Financial Group held 566 shares of United Rentals worth $641K as of Q2 2026.
  • Larson Financial Group sold 14 United Rentals shares in Q2 2026, an estimated $13.3K.
  • United Rentals made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #488 holding.
  • Larson Financial Group first reported a position in United Rentals in Q3 2023 and has held it in 12 quarters since.
  • Larson Financial Group's United Rentals position peaked at $674K in Q2 2025.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.