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Pension & Wealth Management Advisors’s United Rentals URI Stock Holding History

Pension & Wealth Management Advisors’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 		$781K Sell
689
-178
-21% -$169K 0.21% 75
2026
Q1 		$632K Sell
867
-33
-4% -$27.7K 0.19% 84
2025
Q4 		$728K Buy
+900
New +$781K 0.22% 72

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

Pension & Wealth Management Advisors's URI Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its United Rentals (URI) stake by 21% in Q2 2026, selling an estimated $169K and leaving 689 shares worth $781K. The position accounts for 0.21% of the portfolio, ranked #75.

Pension & Wealth Management Advisors first reported a position in URI in Q4 2025 and has held it in 3 quarters since. 1,496 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Pension & Wealth Management Advisors held 689 shares of United Rentals worth $781K as of Q2 2026.
  • Pension & Wealth Management Advisors sold 178 United Rentals shares in Q2 2026, an estimated $169K.
  • United Rentals made up 0.21% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #75 holding.
  • Pension & Wealth Management Advisors first reported a position in United Rentals in Q4 2025 and has held it in 3 quarters since.
  • 1,496 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.