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Nvest Wealth Strategies’s United Rentals URI Stock Holding History

Nvest Wealth Strategies’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 		$22.7K Hold
20
– – 0.01% 79
2026
Q1 		$14.6K Hold
20
– – 0.01% 100
2025
Q4 		$16.2K Buy
+20
New +$17.4K 0.01% 96

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Nvest Wealth Strategies's URI Position: Q2 2026 in Review

Nvest Wealth Strategies held its United Rentals (URI) position steady in Q2 2026 at 20 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #79.

Nvest Wealth Strategies first reported a position in URI in Q4 2025 and has held it in 3 quarters since. 935 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Nvest Wealth Strategies held 20 shares of United Rentals worth $22.7K as of Q2 2026.
  • Nvest Wealth Strategies left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #79 holding.
  • Nvest Wealth Strategies first reported a position in United Rentals in Q4 2025 and has held it in 3 quarters since.
  • 935 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.