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 Q2	$13.2M	Buy	11,686 +4,661	+66%	+$4.43M	0.16%	88
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 $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

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

Mission Wealth Management increased its United Rentals (URI) stake by 66% in Q2 2026, buying an estimated $4.43M and bringing the position to 11,686 shares worth $13.2M. The position accounts for 0.16% of the portfolio, ranked #88.

Mission Wealth Management first reported a position in URI in Q1 2021 and has held it in 11 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Mission Wealth Management held 11,686 shares of United Rentals worth $13.2M as of Q2 2026.
Mission Wealth Management bought 4,661 United Rentals shares in Q2 2026, an estimated $4.43M.
United Rentals made up 0.16% of Mission Wealth Management's portfolio in Q2 2026, its #88 holding.
Mission Wealth Management first reported a position in United Rentals in Q1 2021 and has held it in 11 quarters since.
1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.