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ORG Wealth Partners’s United Rentals URI Stock Holding History

ORG 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 		$3.17M Buy
2,801
+204
+8% +$194K 0.48% 27
2026
Q1 		$1.89M Buy
2,597
+110
+4% +$92.4K 0.37% 42
2025
Q4 		$2.01M Sell
2,487
-87
-3% -$75.5K 0.47% 34
2025
Q3 		$2.46M Buy
2,574
+141
+6% +$126K 0.52% 26
2025
Q2 		$1.88M Buy
2,433
+439
+22% +$294K 0.45% 26
2025
Q1 		$1.26M Buy
1,994
+1,957
+5,289% +$1.35M 0.39% 48
2024
Q4 		$26.1K Buy
+37
New +$30.1K 0.01% 315

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

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

ORG Wealth Partners increased its United Rentals (URI) stake by 7.9% in Q2 2026, buying an estimated $194K and bringing the position to 2,801 shares worth $3.17M. The position accounts for 0.48% of the portfolio, ranked #27.

ORG Wealth Partners first reported a position in URI in Q4 2024 and has held it in 7 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • ORG Wealth Partners held 2,801 shares of United Rentals worth $3.17M as of Q2 2026.
  • ORG Wealth Partners bought 204 United Rentals shares in Q2 2026, an estimated $194K.
  • United Rentals made up 0.48% of ORG Wealth Partners's portfolio in Q2 2026, its #27 holding.
  • ORG Wealth Partners first reported a position in United Rentals in Q4 2024 and has held it in 7 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.