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Marion Wealth Management’s United Rentals URI Stock Holding History

Marion Wealth Management’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 		$415K Buy
366
+21
+6% +$20K 0.08% 108
2026
Q1 		$251K Sell
345
-32
-8% -$26.9K 0.06% 126
2025
Q4 		$347K Buy
377
+43
+13% +$37.3K 0.08% 107
2025
Q3 		$319K Buy
334
+3
+0.9% +$2.67K 0.08% 105
2025
Q2 		$249K Buy
331
+11
+3% +$7.36K 0.06% 121
2025
Q1 		$201K Buy
320
+36
+13% +$24.7K 0.05% 128
2024
Q4 		$200K Buy
284
+5
+2% +$4.06K 0.05% 132
2024
Q3 		$226K Buy
+279
New +$201K 0.06% 121

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

Marion Wealth Management's URI Position: Q2 2026 in Review

Marion Wealth Management increased its United Rentals (URI) stake by 6.1% in Q2 2026, buying an estimated $20K and bringing the position to 366 shares worth $415K. The position accounts for 0.08% of the portfolio, ranked #108.

Marion Wealth Management first reported a position in URI in Q3 2024 and has held it in 8 quarters since. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Marion Wealth Management held 366 shares of United Rentals worth $415K as of Q2 2026.
  • Marion Wealth Management bought 21 United Rentals shares in Q2 2026, an estimated $20K.
  • United Rentals made up 0.08% of Marion Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Marion Wealth Management first reported a position in United Rentals in Q3 2024 and has held it in 8 quarters since.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.