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Mowery & Schoenfeld Wealth Management’s United Rentals URI Stock Holding History

Mowery & Schoenfeld 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 		$1.14K Hold
1
– – ﹤0.01% 343
2026
Q1 		$731 Hold
1
– – ﹤0.01% 338
2025
Q4 		$812 Hold
1
– – ﹤0.01% 459
2025
Q3 		$958 Hold
1
– – ﹤0.01% 363
2025
Q2 		$756 Hold
1
– – ﹤0.01% 369
2025
Q1 		$629 Hold
1
– – ﹤0.01% 430
2024
Q4 		$705 Buy
+1
New +$813 ﹤0.01% 461

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
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

Mowery & Schoenfeld Wealth Management's URI Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its United Rentals (URI) position steady in Q2 2026 at 1 share worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Mowery & Schoenfeld Wealth Management first reported a position in URI in Q4 2024 and has held it in 7 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 1 share of United Rentals worth $1.14K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #343 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in United Rentals in Q4 2024 and has held it in 7 quarters since.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.