Mattson Financial Services’s United Rentals URI Stock Holding History

Mattson 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	$3.85M	Buy	3,592 +233	+7%	+$222K	0.81%	34
2026 Q1	$2.45M	Sell	3,359 -295	-8%	-$248K	0.58%	56
2025 Q4	$2.96M	Sell	3,654 -394	-10%	-$342K	0.69%	49
2025 Q3	$3.86M	Sell	4,048 -61	-1%	-$54.4K	0.92%	30
2025 Q2	$3.1M	Sell	4,109 -47	-1%	-$31.4K	0.83%	39
2025 Q1	$2.6M	Buy	4,156 +1,136	+38%	+$781K	0.78%	44
2024 Q4	$2.45M	Buy	3,020 +325	+12%	+$264K	0.78%	44
2024 Q3	$1.74M	Sell	2,695 -17	-0.6%	-$12.2K	0.62%	57
2024 Q2	$1.75M	Buy	+2,712	New	+$1.8M	0.62%	57

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

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

Mattson Financial Services increased its United Rentals (URI) stake by 6.9% in Q2 2026, buying an estimated $222K and bringing the position to 3,592 shares worth $3.85M. The position accounts for 0.81% of the portfolio, ranked #34.

Mattson Financial Services first reported a position in URI in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.86M in Q3 2025. 1,593 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Mattson Financial Services held 3,592 shares of United Rentals worth $3.85M as of Q2 2026.
Mattson Financial Services bought 233 United Rentals shares in Q2 2026, an estimated $222K.
United Rentals made up 0.81% of Mattson Financial Services's portfolio in Q2 2026, its #34 holding.
Mattson Financial Services first reported a position in United Rentals in Q2 2024 and has held it in 9 quarters since.
Mattson Financial Services's United Rentals position peaked at $3.86M in Q3 2025.
1,593 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.