MWM
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Modern Wealth Management’s United Rentals URI Stock Holding History

Modern 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 		$341K Buy
301
+15
+5% +$14.3K ﹤0.01% 836
2026
Q1 		$209K Buy
+286
New +$240K ﹤0.01% 833

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Vanguard Portfolio Management
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Capital Research Global Investors
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Franklin Resources
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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

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

Modern Wealth Management increased its United Rentals (URI) stake by 5.2% in Q2 2026, buying an estimated $14.3K and bringing the position to 301 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Modern Wealth Management first reported a position in URI in Q1 2026 and has held it in 2 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Modern Wealth Management held 301 shares of United Rentals worth $341K as of Q2 2026.
  • Modern Wealth Management bought 15 United Rentals shares in Q2 2026, an estimated $14.3K.
  • United Rentals made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #836 holding.
  • Modern Wealth Management first reported a position in United Rentals in Q1 2026 and has held it in 2 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

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