Pathstone Holdings
URI icon

Pathstone Holdings’s United Rentals URI Stock Holding History

Pathstone Holdings’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 		$21.8M Sell
19,195
-197
-1% -$187K 0.06% 196
2026
Q1 		$14.1M Buy
19,392
+102
+0.5% +$85.7K 0.06% 234
2025
Q4 		$15.6M Sell
19,290
-159
-0.8% -$138K 0.06% 220
2025
Q3 		$18.6M Buy
19,449
+442
+2% +$394K 0.07% 193
2025
Q2 		$14.3M Buy
19,007
+552
+3% +$369K 0.06% 225
2025
Q1 		$11.6M Sell
18,455
-412
-2% -$283K 0.05% 294
2024
Q4 		$13.3M Buy
18,867
+1,376
+8% +$1.12M 0.06% 229
2024
Q3 		$14.2M Sell
17,491
-123
-0.7% -$88.5K 0.06% 225
2024
Q2 		$11.4M Sell
17,614
-556
-3% -$370K 0.05% 274
2024
Q1 		$13.1M Buy
18,170
+6,414
+55% +$4.12M 0.06% 237
2023
Q4 		$6.75M Buy
+11,756
New +$5.55M 0.04% 355

Other funds holding URI

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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

Pathstone Holdings's URI Position: Q2 2026 in Review

Pathstone Holdings reduced its United Rentals (URI) stake by 1% in Q2 2026, selling an estimated $187K and leaving 19,195 shares worth $21.8M. The position accounts for 0.06% of the portfolio, ranked #196.

Pathstone Holdings first reported a position in URI in Q4 2023 and has held it in 11 quarters since. 1,579 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Pathstone Holdings held 19,195 shares of United Rentals worth $21.8M as of Q2 2026.
  • Pathstone Holdings sold 197 United Rentals shares in Q2 2026, an estimated $187K.
  • United Rentals made up 0.06% of Pathstone Holdings's portfolio in Q2 2026, its #196 holding.
  • Pathstone Holdings first reported a position in United Rentals in Q4 2023 and has held it in 11 quarters since.
  • 1,579 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.