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NewEdge Wealth’s United Rentals URI Stock Holding History

NewEdge Wealth’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 		$4.52M Buy
3,990
+120
+3% +$114K 0.05% 261
2026
Q1 		$2.82M Sell
3,870
-396
-9% -$333K 0.03% 341
2025
Q4 		$3.45M Sell
4,266
-2,162
-34% -$1.88M 0.04% 321
2025
Q3 		$5.43M Buy
6,428
+113
+2% +$101K 0.08% 194
2025
Q2 		$5.4M Sell
6,315
-86
-1% -$57.5K 0.08% 188
2025
Q1 		$4.01M Sell
6,401
-379
-6% -$261K 0.07% 224
2024
Q4 		$4.78M Sell
6,780
-266
-4% -$216K 0.08% 193
2024
Q3 		$5.71M Buy
+7,046
New +$5.07M 0.1% 170

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 $3.37T AUM 44.26% 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

NewEdge Wealth's URI Position: Q2 2026 in Review

NewEdge Wealth increased its United Rentals (URI) stake by 3.1% in Q2 2026, buying an estimated $114K and bringing the position to 3,990 shares worth $4.52M. The position accounts for 0.05% of the portfolio, ranked #261.

NewEdge Wealth first reported a position in URI in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.71M in Q3 2024. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • NewEdge Wealth held 3,990 shares of United Rentals worth $4.52M as of Q2 2026.
  • NewEdge Wealth bought 120 United Rentals shares in Q2 2026, an estimated $114K.
  • United Rentals made up 0.05% of NewEdge Wealth's portfolio in Q2 2026, its #261 holding.
  • NewEdge Wealth first reported a position in United Rentals in Q3 2024 and has held it in 8 quarters since.
  • NewEdge Wealth's United Rentals position peaked at $5.71M in Q3 2024.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.