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NWAM LLC’s United Rentals URI Stock Holding History

NWAM LLC’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 		$2.35M Buy
+2,071
New +$1.97M 0.12% 187
2025
Q4 		– Sell
-292
Closed -$290K – 675
2025
Q3 		$290K Sell
292
-3,385
-92% -$3.02M 0.02% 528
2025
Q2 		$3.24M Buy
+3,677
New +$2.46M 0.19% 133
2025
Q1 		– Sell
-4,141
Closed -$2.92M – 604
2024
Q4 		$2.92M Sell
4,141
-82
-2% -$66.7K 0.18% 125
2024
Q3 		$3.42M Buy
+4,223
New +$3.04M 0.21% 109
2024
Q1 		– Sell
-1,431
Closed -$820K – 608
2023
Q4 		$820K Sell
1,431
-3,625
-72% -$1.71M 0.07% 259
2023
Q3 		$2.25M Buy
5,056
+178
+4% +$81.5K 0.23% 99
2023
Q2 		$2.17M Buy
+4,878
New +$1.81M 0.18% 120
2021
Q4 		– Sell
-666
Closed -$234K – 533
2021
Q3 		$234K Buy
666
+35
+6% +$11.7K 0.02% 447
2021
Q2 		$201K Sell
631
-95
-13% -$30.7K 0.02% 452
2021
Q1 		$239K Sell
726
-2,505
-78% -$709K 0.02% 429
2020
Q4 		$749K Sell
3,231
-11,098
-77% -$2.34M 0.09% 214
2020
Q3 		$2.5M Buy
14,329
+2,977
+26% +$500K 0.41% 71
2020
Q2 		$1.69M Buy
+11,352
New +$1.44M 0.24% 101
2019
Q4 		$355K Buy
+2,131
New +$310K 0.06% 268

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

NWAM LLC's URI Position: Q2 2026 in Review

NWAM LLC opened a new position in United Rentals (URI) in Q2 2026: 2,071 shares worth $2.35M. The stake represents 0.12% of the portfolio and ranks #187 among its holdings. This is a return to the name: NWAM LLC previously reported a position in URI as recently as Q3 2025.

NWAM LLC first reported a position in URI in Q4 2019 and has held it in 15 quarters since. The position peaked at $3.42M in Q3 2024. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • NWAM LLC held 2,071 shares of United Rentals worth $2.35M as of Q2 2026.
  • United Rentals was a new NWAM LLC position in Q2 2026.
  • United Rentals made up 0.12% of NWAM LLC's portfolio in Q2 2026, its #187 holding.
  • NWAM LLC first reported a position in United Rentals in Q4 2019 and has held it in 15 quarters since.
  • NWAM LLC's United Rentals position peaked at $3.42M in Q3 2024.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.