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LBMC Investment Advisors’s United Rentals URI Stock Holding History

LBMC Investment 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 		$375K Buy
331
+6
+2% +$5.71K 0.02% 184
2026
Q1 		$237K Hold
325
– – 0.01% 213
2025
Q4 		$263K Hold
325
– – 0.02% 202
2025
Q3 		$310K Buy
+325
New +$290K 0.02% 195

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

LBMC Investment Advisors's URI Position: Q2 2026 in Review

LBMC Investment Advisors increased its United Rentals (URI) stake by 1.8% in Q2 2026, buying an estimated $5.71K and bringing the position to 331 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #184.

LBMC Investment Advisors first reported a position in URI in Q3 2025 and has held it in 4 quarters since. 1,593 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • LBMC Investment Advisors held 331 shares of United Rentals worth $375K as of Q2 2026.
  • LBMC Investment Advisors bought 6 United Rentals shares in Q2 2026, an estimated $5.71K.
  • United Rentals made up 0.02% of LBMC Investment Advisors's portfolio in Q2 2026, its #184 holding.
  • LBMC Investment Advisors first reported a position in United Rentals in Q3 2025 and has held it in 4 quarters since.
  • 1,593 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.