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Lebenthal Global Advisors’s United Rentals URI Stock Holding History

Lebenthal Global 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 		$2.72M Sell
2,400
-148
-6% -$141K 0.37% 59
2026
Q1 		$1.86M Buy
2,548
+107
+4% +$89.9K 0.27% 65
2025
Q4 		$1.98M Buy
2,441
+248
+11% +$215K 0.3% 54
2025
Q3 		$2.09M Buy
2,193
+104
+5% +$92.7K 0.37% 43
2025
Q2 		$1.57M Buy
2,089
+29
+1% +$19.4K 0.29% 55
2025
Q1 		$1.29M Sell
2,060
-108
-5% -$74.2K 0.24% 54
2024
Q4 		$1.53M Buy
2,168
+337
+18% +$274K 0.28% 58
2024
Q3 		$1.48M Buy
1,831
+19
+1% +$13.7K 0.3% 47
2024
Q2 		$1.17M Buy
1,812
+152
+9% +$101K 0.26% 49
2024
Q1 		$1.2M Buy
1,660
+65
+4% +$41.7K 0.27% 44
2023
Q4 		$915K Buy
+1,595
New +$752K 0.21% 60

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

Lebenthal Global Advisors's URI Position: Q2 2026 in Review

Lebenthal Global Advisors reduced its United Rentals (URI) stake by 5.8% in Q2 2026, selling an estimated $141K and leaving 2,400 shares worth $2.72M. The position accounts for 0.37% of the portfolio, ranked #59.

Lebenthal Global Advisors first reported a position in URI in Q4 2023 and has held it in 11 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Lebenthal Global Advisors held 2,400 shares of United Rentals worth $2.72M as of Q2 2026.
  • Lebenthal Global Advisors sold 148 United Rentals shares in Q2 2026, an estimated $141K.
  • United Rentals made up 0.37% of Lebenthal Global Advisors's portfolio in Q2 2026, its #59 holding.
  • Lebenthal Global Advisors first reported a position in United Rentals in Q4 2023 and has held it in 11 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.