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Paragon Private Wealth Management’s United Rentals URI Stock Holding History

Paragon Private Wealth Management’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 		$2.61M Buy
2,301
+293
+15% +$279K 0.68% 38
2026
Q1 		$1.46M Buy
2,008
+97
+5% +$81.5K 0.46% 60
2025
Q4 		$1.55M Sell
1,911
-28
-1% -$24.3K 0.47% 51
2025
Q3 		$1.85M Buy
1,939
+487
+34% +$434K 0.61% 46
2025
Q2 		$1.09M Buy
1,452
+330
+29% +$221K 0.44% 67
2025
Q1 		$703K Buy
1,122
+136
+14% +$93.5K 0.33% 87
2024
Q4 		$695K Buy
986
+119
+14% +$96.7K 0.32% 87
2024
Q3 		$702K Buy
867
+61
+8% +$43.9K 0.35% 81
2024
Q2 		$521K Sell
806
-41
-5% -$27.2K 0.29% 93
2024
Q1 		$611K Buy
847
+139
+20% +$89.2K 0.36% 83
2023
Q4 		$406K Buy
708
+46
+7% +$21.7K 0.28% 98
2023
Q3 		$294K Buy
662
+28
+4% +$12.8K 0.24% 98
2023
Q2 		$282K Hold
634
– – 0.22% 104
2023
Q1 		$251K Hold
634
– – 0.21% 110
2022
Q4 		$225K Buy
+634
New +$208K 0.2% 116

Other funds holding URI

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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

Paragon Private Wealth Management's URI Position: Q2 2026 in Review

Paragon Private Wealth Management increased its United Rentals (URI) stake by 15% in Q2 2026, buying an estimated $279K and bringing the position to 2,301 shares worth $2.61M. The position accounts for 0.68% of the portfolio, ranked #38.

Paragon Private Wealth Management first reported a position in URI in Q4 2022 and has held it in 15 quarters since. 1,591 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Paragon Private Wealth Management held 2,301 shares of United Rentals worth $2.61M as of Q2 2026.
  • Paragon Private Wealth Management bought 293 United Rentals shares in Q2 2026, an estimated $279K.
  • United Rentals made up 0.68% of Paragon Private Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Paragon Private Wealth Management first reported a position in United Rentals in Q4 2022 and has held it in 15 quarters since.
  • 1,591 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.