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MorganRosel Wealth Management’s United Rentals URI Stock Holding History

MorganRosel 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 		$280K Sell
247
-53
-18% -$50.4K 0.09% 95
2026
Q1 		$219K Hold
300
– – 0.09% 100
2025
Q4 		$243K Hold
300
– – 0.06% 104
2025
Q3 		$286K Hold
300
– – 0.07% 97
2025
Q2 		$226K Hold
300
– – 0.06% 104
2025
Q1 		$188K Hold
300
– – 0.06% 105
2024
Q4 		$211K Hold
300
– – 0.07% 103
2024
Q3 		$243K Buy
+300
New +$216K 0.08% 97
2024
Q2 		– Sell
-300
Closed -$216K – 107
2024
Q1 		$216K Buy
+300
New +$193K 0.08% 100

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Vanguard Portfolio Management
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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

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

MorganRosel Wealth Management reduced its United Rentals (URI) stake by 18% in Q2 2026, selling an estimated $50.4K and leaving 247 shares worth $280K. The position accounts for 0.09% of the portfolio, ranked #95.

MorganRosel Wealth Management first reported a position in URI in Q1 2024 and has held it in 9 quarters since. The position peaked at $286K in Q3 2025. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • MorganRosel Wealth Management held 247 shares of United Rentals worth $280K as of Q2 2026.
  • MorganRosel Wealth Management sold 53 United Rentals shares in Q2 2026, an estimated $50.4K.
  • United Rentals made up 0.09% of MorganRosel Wealth Management's portfolio in Q2 2026, its #95 holding.
  • MorganRosel Wealth Management first reported a position in United Rentals in Q1 2024 and has held it in 9 quarters since.
  • MorganRosel Wealth Management's United Rentals position peaked at $286K in Q3 2025.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

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