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Legacy Trust’s United Rentals URI Stock Holding History

Legacy Trust’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 		$19.6M Sell
17,263
-162
-0.9% -$154K 3.46% 4
2026
Q1 		$12.7M Buy
17,425
+135
+0.8% +$113K 2.43% 8
2025
Q4 		$14M Buy
17,290
+34
+0.2% +$29.5K 2.62% 6
2025
Q3 		$16.5M Sell
17,256
-213
-1% -$190K 3.25% 5
2025
Q2 		$13.2M Sell
17,469
-1,291
-7% -$863K 3.23% 5
2025
Q1 		$11.8M Sell
18,760
-61
-0.3% -$41.9K 2.83% 6
2024
Q4 		$13.3M Sell
18,821
-177
-0.9% -$144K 3.08% 4
2024
Q3 		$15.4M Sell
18,998
-348
-2% -$250K 3.53% 4
2024
Q2 		$12.5M Sell
19,346
-490
-2% -$326K 3.11% 4
2024
Q1 		$14.3M Sell
19,836
-281
-1% -$180K 3.57% 4
2023
Q4 		$11.5M Sell
20,117
-1,431
-7% -$675K 3% 4
2023
Q3 		$9.58M Sell
21,548
-523
-2% -$239K 2.79% 4
2023
Q2 		$9.83M Sell
22,071
-6
-0% -$2.22K 2.71% 4
2023
Q1 		$8.74M Sell
22,077
-1,056
-5% -$444K 2.6% 5
2022
Q4 		$8.22M Buy
+23,133
New +$7.6M 2.54% 6

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 Trust's URI Position: Q2 2026 in Review

Legacy Trust reduced its United Rentals (URI) stake by 0.93% in Q2 2026, selling an estimated $154K and leaving 17,263 shares worth $19.6M. The position accounts for 3.46% of the portfolio, ranked #4.

Legacy Trust first reported a position in URI in Q4 2022 and has held it in 15 quarters since. 1,593 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Legacy Trust held 17,263 shares of United Rentals worth $19.6M as of Q2 2026.
  • Legacy Trust sold 162 United Rentals shares in Q2 2026, an estimated $154K.
  • United Rentals made up 3.46% of Legacy Trust's portfolio in Q2 2026, its #4 holding.
  • Legacy Trust first reported a position in United Rentals in Q4 2022 and has held it in 15 quarters since.
  • 1,593 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.