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Operose Advisors’s United Rentals URI Stock Holding History

Operose 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 		$15.9K Sell
14
-49
-78% -$46.6K ﹤0.01% 393
2026
Q1 		$45.9K Buy
63
+49
+350% +$41.2K 0.01% 296
2025
Q4 		$11.3K Hold
14
– – ﹤0.01% 371
2025
Q3 		$13.4K Hold
14
– – ﹤0.01% 344
2025
Q2 		$10.5K Hold
14
– – ﹤0.01% 330
2025
Q1 		$8.77K Hold
14
– – ﹤0.01% 328
2024
Q4 		$9.86K Hold
14
– – ﹤0.01% 308
2024
Q3 		$11.3K Buy
+14
New +$10.1K ﹤0.01% 480

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

Operose Advisors's URI Position: Q2 2026 in Review

Operose Advisors reduced its United Rentals (URI) stake by 78% in Q2 2026, selling an estimated $46.6K and leaving 14 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Operose Advisors first reported a position in URI in Q3 2024 and has held it in 8 quarters since. The position peaked at $45.9K in Q1 2026. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Operose Advisors held 14 shares of United Rentals worth $15.9K as of Q2 2026.
  • Operose Advisors sold 49 United Rentals shares in Q2 2026, an estimated $46.6K.
  • United Rentals made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #393 holding.
  • Operose Advisors first reported a position in United Rentals in Q3 2024 and has held it in 8 quarters since.
  • Operose Advisors's United Rentals position peaked at $45.9K in Q1 2026.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.