Mission Wealth Management’s United Rentals URI Stock Holding History

Mission 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 Q1	$5.12M	Sell	7,025 -43	-0.6%	-$36.1K	0.11%	108
2025 Q4	$5.72M	Sell	7,068 -674	-9%	-$585K	0.11%	99
2025 Q3	$7.39M	Sell	7,742 -3,699	-32%	-$3.3M	0.15%	84
2025 Q2	$8.62M	Buy	11,441 +200	+2%	+$134K	0.18%	73
2025 Q1	$7.04M	Sell	11,241 -1,843	-14%	-$1.27M	0.17%	79
2024 Q4	$9.22M	Sell	13,084 -457	-3%	-$371K	0.21%	60
2024 Q3	$11M	Buy	13,541 +3,612	+36%	+$2.6M	0.27%	52
2024 Q2	$6.42M	Sell	9,929 -294	-3%	-$195K	0.17%	78
2024 Q1	$7.37M	Buy	+10,223	New	+$6.56M	0.19%	77
2021 Q2	–	Sell	-610	Closed	-$201K	–	500
2021 Q1	$201K	Buy	+610	New	+$173K	0.01%	430

Other funds holding URI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mission Wealth Management's URI Position: Q1 2026 in Review

Mission Wealth Management reduced its United Rentals (URI) stake by 0.61% in Q1 2026, selling an estimated $36.1K and leaving 7,025 shares worth $5.12M. The position accounts for 0.11% of the portfolio, ranked #108.

Mission Wealth Management first reported a position in URI in Q1 2021 and has held it in 10 quarters since. The position peaked at $11M in Q3 2024. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Mission Wealth Management held 7,025 shares of United Rentals worth $5.12M as of Q1 2026.
Mission Wealth Management sold 43 United Rentals shares in Q1 2026, an estimated $36.1K.
United Rentals made up 0.11% of Mission Wealth Management's portfolio in Q1 2026, its #108 holding.
Mission Wealth Management first reported a position in United Rentals in Q1 2021 and has held it in 10 quarters since.
Mission Wealth Management's United Rentals position peaked at $11M in Q3 2024.
1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.