LFS
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Lighthouse Financial Services’s United Rentals URI Stock Holding History

Lighthouse Financial Services’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 		$2.2M Buy
1,981
+172
+10% +$164K 0.46% 46
2026
Q1 		$1.39M Buy
+1,809
New +$1.52M 0.31% 59

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JP Morgan Chase
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Vanguard Portfolio Management
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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

Lighthouse Financial Services's URI Position: Q2 2026 in Review

Lighthouse Financial Services increased its United Rentals (URI) stake by 9.5% in Q2 2026, buying an estimated $164K and bringing the position to 1,981 shares worth $2.2M. The position accounts for 0.46% of the portfolio, ranked #46.

Lighthouse Financial Services first reported a position in URI in Q1 2026 and has held it in 2 quarters since. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Lighthouse Financial Services held 1,981 shares of United Rentals worth $2.2M as of Q2 2026.
  • Lighthouse Financial Services bought 172 United Rentals shares in Q2 2026, an estimated $164K.
  • United Rentals made up 0.46% of Lighthouse Financial Services's portfolio in Q2 2026, its #46 holding.
  • Lighthouse Financial Services first reported a position in United Rentals in Q1 2026 and has held it in 2 quarters since.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Lighthouse Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.