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One Wealth Advisors’s United Rentals URI Stock Holding History

One Wealth 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 		$1.46M Sell
1,292
-621
-32% -$591K 0.16% 86
2026
Q1 		$1.39M Buy
1,913
+67
+4% +$56.3K 0.17% 78
2025
Q4 		$1.49M Buy
1,846
+45
+2% +$39.1K 0.18% 77
2025
Q3 		$1.72M Buy
1,801
+7
+0.4% +$6.24K 0.22% 73
2025
Q2 		$1.35M Buy
1,794
+694
+63% +$464K 0.19% 79
2025
Q1 		$689K Buy
+1,100
New +$756K 0.1% 117
2024
Q4 		– Sell
-314
Closed -$254K – 290
2024
Q3 		$254K Hold
314
– – 0.04% 223
2024
Q2 		$219K Buy
314
+12
+4% +$7.97K 0.05% 214
2024
Q1 		$218K Buy
+302
New +$194K 0.04% 230
2023
Q1 		– Sell
-252
Closed -$89.6K – 575
2022
Q4 		$89.6K Buy
+252
New +$82.8K 0.02% 308
2021
Q3 		– Sell
-907
Closed -$289K – 235
2021
Q2 		$289K Sell
907
-422
-32% -$136K 0.09% 130
2021
Q1 		$438K Buy
1,329
+309
+30% +$87.5K 0.17% 75
2020
Q4 		$237K Buy
+1,020
New +$215K 0.13% 105
2019
Q2 		– Sell
-109
Closed -$12K – 461
2019
Q1 		$12K Buy
+109
New +$13.5K 0.01% 308
2018
Q4 		– Sell
-690
Closed -$113K – 450
2018
Q3 		$113K Sell
690
-5
-0.7% -$778 0.09% 179
2018
Q2 		$103K Buy
695
+79
+13% +$12.9K 0.08% 188
2018
Q1 		$106K Sell
616
-48
-7% -$8.52K 0.09% 169
2017
Q4 		$114K Buy
+664
New +$101K 0.09% 181

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

One Wealth Advisors's URI Position: Q2 2026 in Review

One Wealth Advisors reduced its United Rentals (URI) stake by 32% in Q2 2026, selling an estimated $591K and leaving 1,292 shares worth $1.46M. The position accounts for 0.16% of the portfolio, ranked #86.

One Wealth Advisors first reported a position in URI in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.72M in Q3 2025. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • One Wealth Advisors held 1,292 shares of United Rentals worth $1.46M as of Q2 2026.
  • One Wealth Advisors sold 621 United Rentals shares in Q2 2026, an estimated $591K.
  • United Rentals made up 0.16% of One Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • One Wealth Advisors first reported a position in United Rentals in Q4 2017 and has held it in 18 quarters since.
  • One Wealth Advisors's United Rentals position peaked at $1.72M in Q3 2025.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.