LCWP
URI icon

Legacy Capital Wealth Partners’s United Rentals URI Stock Holding History

Legacy Capital Wealth Partners’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 		$870K Buy
768
+56
+8% +$53.3K 0.17% 120
2026
Q1 		$518K Buy
712
+75
+12% +$63K 0.11% 203
2025
Q4 		$516K Buy
637
+92
+17% +$79.9K 0.11% 195
2025
Q3 		$521K Buy
545
+52
+11% +$46.3K 0.11% 196
2025
Q2 		$372K Buy
493
+34
+7% +$22.7K 0.08% 264
2025
Q1 		$288K Buy
459
+34
+8% +$23.4K 0.07% 286
2024
Q4 		$299K Buy
425
+135
+47% +$110K 0.07% 272
2024
Q3 		$235K Sell
290
-69
-19% -$49.6K 0.05% 315
2024
Q2 		$232K Buy
+359
New +$239K 0.06% 273

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

Legacy Capital Wealth Partners's URI Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its United Rentals (URI) stake by 7.9% in Q2 2026, buying an estimated $53.3K and bringing the position to 768 shares worth $870K. The position accounts for 0.17% of the portfolio, ranked #120.

Legacy Capital Wealth Partners first reported a position in URI in Q2 2024 and has held it in 9 quarters since. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Legacy Capital Wealth Partners held 768 shares of United Rentals worth $870K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 56 United Rentals shares in Q2 2026, an estimated $53.3K.
  • United Rentals made up 0.17% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #120 holding.
  • Legacy Capital Wealth Partners first reported a position in United Rentals in Q2 2024 and has held it in 9 quarters since.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.