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Opal Wealth Advisors’s United Rentals URI Stock Holding History

Opal 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 		$474K Buy
418
+11
+3% +$10.5K 0.1% 111
2026
Q1 		$297K Sell
407
-40
-9% -$33.6K 0.07% 150
2025
Q4 		$362K Sell
447
-3
-0.7% -$2.6K 0.09% 132
2025
Q3 		$430K Buy
450
+12
+3% +$10.7K 0.12% 104
2025
Q2 		$330K Buy
438
+4
+0.9% +$2.67K 0.09% 120
2025
Q1 		$272K Buy
434
+31
+8% +$21.3K 0.08% 133
2024
Q4 		$284K Buy
403
+51
+14% +$41.5K 0.09% 134
2024
Q3 		$285K Buy
352
+26
+8% +$18.7K 0.09% 130
2024
Q2 		$211K Sell
326
-92
-22% -$61.1K 0.07% 169
2024
Q1 		$301K Buy
+418
New +$268K 0.1% 126

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

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

Opal Wealth Advisors increased its United Rentals (URI) stake by 2.7% in Q2 2026, buying an estimated $10.5K and bringing the position to 418 shares worth $474K. The position accounts for 0.1% of the portfolio, ranked #111.

Opal Wealth Advisors first reported a position in URI in Q1 2024 and has held it in 10 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Opal Wealth Advisors held 418 shares of United Rentals worth $474K as of Q2 2026.
  • Opal Wealth Advisors bought 11 United Rentals shares in Q2 2026, an estimated $10.5K.
  • United Rentals made up 0.1% of Opal Wealth Advisors's portfolio in Q2 2026, its #111 holding.
  • Opal Wealth Advisors first reported a position in United Rentals in Q1 2024 and has held it in 10 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.