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PDS Planning’s United Rentals URI Stock Holding History

PDS Planning’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 		$667K Buy
589
+5
+0.9% +$4.76K 0.04% 239
2026
Q1 		$425K Buy
584
+33
+6% +$27.7K 0.03% 302
2025
Q4 		$446K Sell
551
-4
-0.7% -$3.47K 0.03% 283
2025
Q3 		$530K Buy
555
+5
+0.9% +$4.46K 0.04% 233
2025
Q2 		$414K Buy
550
+61
+12% +$40.8K 0.03% 275
2025
Q1 		$306K Buy
489
+27
+6% +$18.6K 0.03% 319
2024
Q4 		$325K Hold
462
– – 0.03% 273
2024
Q3 		$374K Buy
462
+25
+6% +$18K 0.03% 249
2024
Q2 		$283K Buy
437
+2
+0.5% +$1.33K 0.03% 269
2024
Q1 		$314K Sell
435
-4
-0.9% -$2.57K 0.03% 250
2023
Q4 		$252K Buy
+439
New +$207K 0.03% 275

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

PDS Planning's URI Position: Q2 2026 in Review

PDS Planning increased its United Rentals (URI) stake by 0.86% in Q2 2026, buying an estimated $4.76K and bringing the position to 589 shares worth $667K. The position accounts for 0.04% of the portfolio, ranked #239.

PDS Planning 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.

  • PDS Planning held 589 shares of United Rentals worth $667K as of Q2 2026.
  • PDS Planning bought 5 United Rentals shares in Q2 2026, an estimated $4.76K.
  • United Rentals made up 0.04% of PDS Planning's portfolio in Q2 2026, its #239 holding.
  • PDS Planning 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 PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.