Mogy Joel R Investment Counsel’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$309K Buy
+272
New +$259K 0.02% 93
2026
Q1
Sell
-272
Closed -$221K 116
2025
Q4
$221K Hold
272
0.01% 95
2025
Q3
$260K Hold
272
0.01% 91
2025
Q2
$205K Buy
+272
New +$182K 0.01% 96
2024
Q4
Sell
-312
Closed -$253K 113
2024
Q3
$253K Buy
+312
New +$224K 0.02% 96

Other funds holding URI

Mogy Joel R Investment Counsel's URI Position: Q2 2026 in Review

Mogy Joel R Investment Counsel opened a new position in United Rentals (URI) in Q2 2026: 272 shares worth $309K. The stake represents 0.02% of the portfolio and ranks #93 among its holdings. This is a return to the name: Mogy Joel R Investment Counsel previously reported a position in URI as recently as Q4 2025.

Mogy Joel R Investment Counsel first reported a position in URI in Q3 2024 and has held it in 5 quarters since. 631 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Mogy Joel R Investment Counsel held 272 shares of United Rentals worth $309K as of Q2 2026.
  • United Rentals was a new Mogy Joel R Investment Counsel position in Q2 2026.
  • United Rentals made up 0.02% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #93 holding.
  • Mogy Joel R Investment Counsel first reported a position in United Rentals in Q3 2024 and has held it in 5 quarters since.
  • 631 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.