OHWP
URI icon

Oak Harbor Wealth Partners’s United Rentals URI Stock Holding History

Oak Harbor Wealth Partners’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 		– Sell
-848
Closed -$618K – 289
2026
Q1 		$618K Buy
848
+157
+23% +$132K 0.14% 125
2025
Q4 		$559K Buy
691
+45
+7% +$39.1K 0.13% 129
2025
Q3 		$617K Sell
646
-34
-5% -$30.3K 0.15% 116
2025
Q2 		$512K Buy
680
+102
+18% +$68.2K 0.14% 124
2025
Q1 		$362K Buy
+578
New +$397K 0.1% 150

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 Harbor Wealth Partners's URI Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of United Rentals (URI) in Q2 2026, closing a stake of 848 shares — an estimated $618K sold.

Oak Harbor Wealth Partners first reported a position in URI in Q1 2025 and held it in 5 quarters. The position peaked at $618K in Q1 2026. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Oak Harbor Wealth Partners reported no remaining United Rentals position as of Q2 2026 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 848 United Rentals shares in Q2 2026, an estimated $618K.
  • Oak Harbor Wealth Partners first reported a position in United Rentals in Q1 2025 and held it in 5 quarters.
  • Oak Harbor Wealth Partners's United Rentals position peaked at $618K in Q1 2026.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.