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Oakmont Investment Advisors’s United Rentals URI Stock Holding History

Oakmont Investment Advisors’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 		$1.22M Hold
1,075
– – 0.85% 33
2026
Q1 		$783K Hold
1,075
– – 0.72% 41
2025
Q4 		$870K Buy
+1,075
New +$933K 0.64% 53

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JP Morgan Chase
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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

Oakmont Investment Advisors's URI Position: Q2 2026 in Review

Oakmont Investment Advisors held its United Rentals (URI) position steady in Q2 2026 at 1,075 shares worth $1.22M. The position accounts for 0.85% of the portfolio, ranked #33.

Oakmont Investment Advisors first reported a position in URI in Q4 2025 and has held it in 3 quarters since. 1,576 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Oakmont Investment Advisors held 1,075 shares of United Rentals worth $1.22M as of Q2 2026.
  • Oakmont Investment Advisors left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 0.85% of Oakmont Investment Advisors's portfolio in Q2 2026, its #33 holding.
  • Oakmont Investment Advisors first reported a position in United Rentals in Q4 2025 and has held it in 3 quarters since.
  • 1,576 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Oakmont Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.