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Medallion Wealth Advisors’s United Rentals URI Stock Holding History

Medallion 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 		– Sell
-100
Closed -$72.9K – 1302
2026
Q1 		$72.9K Sell
100
-2
-2% -$1.68K 0.02% 407
2025
Q4 		$82.6K Hold
102
– – 0.03% 383
2025
Q3 		$97.4K Buy
102
+2
+2% +$1.78K 0.03% 360
2025
Q2 		$75.3K Hold
100
– – 0.03% 393
2025
Q1 		$62.7K Sell
100
-5
-5% -$3.44K 0.03% 385
2024
Q4 		$66.2K Buy
+105
New +$85.3K 0.03% 363

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

Medallion Wealth Advisors's URI Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of United Rentals (URI) in Q2 2026, closing a stake of 100 shares — an estimated $72.9K sold.

Medallion Wealth Advisors first reported a position in URI in Q4 2024 and held it in 6 quarters. The position peaked at $97.4K in Q3 2025. 1,593 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Medallion Wealth Advisors reported no remaining United Rentals position as of Q2 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 100 United Rentals shares in Q2 2026, an estimated $72.9K.
  • Medallion Wealth Advisors first reported a position in United Rentals in Q4 2024 and held it in 6 quarters.
  • Medallion Wealth Advisors's United Rentals position peaked at $97.4K in Q3 2025.
  • 1,593 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.