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Oak Asset Management’s United Rentals URI Stock Holding History

Oak Asset 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 		$264K Sell
233
-139
-37% -$132K 0.08% 103
2026
Q1 		$271K Hold
372
– – 0.09% 96
2025
Q4 		$301K Hold
372
– – 0.1% 89
2025
Q3 		$355K Hold
372
– – 0.12% 83
2025
Q2 		$280K Hold
372
– – 0.1% 91
2025
Q1 		$233K Buy
+372
New +$256K 0.09% 95

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

Oak Asset Management's URI Position: Q2 2026 in Review

Oak Asset Management reduced its United Rentals (URI) stake by 37% in Q2 2026, selling an estimated $132K and leaving 233 shares worth $264K. The position accounts for 0.08% of the portfolio, ranked #103.

Oak Asset Management first reported a position in URI in Q1 2025 and has held it in 6 quarters since. The position peaked at $355K in Q3 2025. 1,592 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Oak Asset Management held 233 shares of United Rentals worth $264K as of Q2 2026.
  • Oak Asset Management sold 139 United Rentals shares in Q2 2026, an estimated $132K.
  • United Rentals made up 0.08% of Oak Asset Management's portfolio in Q2 2026, its #103 holding.
  • Oak Asset Management first reported a position in United Rentals in Q1 2025 and has held it in 6 quarters since.
  • Oak Asset Management's United Rentals position peaked at $355K in Q3 2025.
  • 1,592 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Oak Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.