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LRI Investments’s United Rentals URI Stock Holding History

LRI Investments’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 		$91.8K Buy
81
+69
+575% +$65.6K 0.01% 455
2026
Q1 		$8.74K Hold
12
– – ﹤0.01% 924
2025
Q4 		$9.71K Hold
12
– – ﹤0.01% 872
2025
Q3 		$11.5K Hold
12
– – ﹤0.01% 841
2025
Q2 		$9.04K Hold
12
– – ﹤0.01% 868
2025
Q1 		$7.52K Buy
+12
New +$8.25K ﹤0.01% 849

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

LRI Investments's URI Position: Q2 2026 in Review

LRI Investments increased its United Rentals (URI) stake by 575% in Q2 2026, buying an estimated $65.6K and bringing the position to 81 shares worth $91.8K. The position accounts for 0.01% of the portfolio, ranked #455.

LRI Investments first reported a position in URI in Q1 2025 and has held it in 6 quarters since. 1,593 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • LRI Investments held 81 shares of United Rentals worth $91.8K as of Q2 2026.
  • LRI Investments bought 69 United Rentals shares in Q2 2026, an estimated $65.6K.
  • United Rentals made up 0.01% of LRI Investments's portfolio in Q2 2026, its #455 holding.
  • LRI Investments first reported a position in United Rentals in Q1 2025 and has held it in 6 quarters since.
  • 1,593 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.