Mission Wealth Management
URI icon

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
Q3 		$7.35M Sell
7,345
-4,341
-37% -$4.63M 0.12% 117
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Mission Wealth Management's URI Position: Q3 2026 in Review

Mission Wealth Management reduced its United Rentals (URI) stake by 37% in Q3 2026, selling an estimated $4.63M and leaving 7,345 shares worth $7.35M. The position accounts for 0.12% of the portfolio, ranked #117.

Mission Wealth Management first reported a position in URI in Q1 2021 and has held it in 12 quarters since. The position peaked at $13.2M in Q2 2026. 1,363 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Mission Wealth Management held 7,345 shares of United Rentals worth $7.35M as of Q3 2026.
  • Mission Wealth Management sold 4,341 United Rentals shares in Q3 2026, an estimated $4.63M.
  • United Rentals made up 0.12% of Mission Wealth Management's portfolio in Q3 2026, its #117 holding.
  • Mission Wealth Management first reported a position in United Rentals in Q1 2021 and has held it in 12 quarters since.
  • Mission Wealth Management's United Rentals position peaked at $13.2M in Q2 2026.
  • 1,363 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.