LiftPoint Family Wealth Advisors’s United Rentals URI Stock Holding History

LiftPoint Family Wealth 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	$255K	Buy	+225	New	+$214K	0.17%	59

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LiftPoint Family Wealth Advisors's URI Position: Q2 2026 in Review

LiftPoint Family Wealth Advisors opened a new position in United Rentals (URI) in Q2 2026: 225 shares worth $255K. The stake represents 0.17% of the portfolio and ranks #59 among its holdings.

1,579 funds tracked by Wall St. Rank hold URI as of Q2 2026.

LiftPoint Family Wealth Advisors held 225 shares of United Rentals worth $255K as of Q2 2026.
United Rentals was a new LiftPoint Family Wealth Advisors position in Q2 2026.
United Rentals made up 0.17% of LiftPoint Family Wealth Advisors's portfolio in Q2 2026, its #59 holding.
1,579 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on LiftPoint Family Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.