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Patrick M. Sweeney & Associates’s United Rentals URI Stock Holding History

Patrick M. Sweeney & Associates’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 		$1.24M Sell
1,093
-15
-1% -$14.3K 0.71% 34
2026
Q1 		$807K Hold
1,108
– – 0.52% 48
2025
Q4 		$897K Sell
1,108
-22
-2% -$19.1K 0.56% 43
2025
Q3 		$1.08M Sell
1,130
-11
-1% -$9.8K 0.7% 33
2025
Q2 		$904K Buy
1,141
+31
+3% +$20.7K 0.62% 39
2025
Q1 		$696K Sell
1,110
-15
-1% -$10.3K 0.52% 47
2024
Q4 		$792K Sell
1,125
-19
-2% -$15.4K 0.59% 44
2024
Q3 		$926K Sell
1,144
-7
-0.6% -$5.04K 0.68% 33
2024
Q2 		$744K Sell
1,151
-5
-0.4% -$3.32K 0.6% 37
2024
Q1 		$834K Sell
1,156
-46
-4% -$29.5K 0.69% 34
2023
Q4 		$689K Buy
+1,202
New +$567K 0.63% 38

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

Patrick M. Sweeney & Associates's URI Position: Q2 2026 in Review

Patrick M. Sweeney & Associates reduced its United Rentals (URI) stake by 1.4% in Q2 2026, selling an estimated $14.3K and leaving 1,093 shares worth $1.24M. The position accounts for 0.71% of the portfolio, ranked #34.

Patrick M. Sweeney & Associates first reported a position in URI in Q4 2023 and has held it in 11 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Patrick M. Sweeney & Associates held 1,093 shares of United Rentals worth $1.24M as of Q2 2026.
  • Patrick M. Sweeney & Associates sold 15 United Rentals shares in Q2 2026, an estimated $14.3K.
  • United Rentals made up 0.71% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #34 holding.
  • Patrick M. Sweeney & Associates first reported a position in United Rentals in Q4 2023 and has held it in 11 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.