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Perennial Investment Advisors’s United Rentals URI Stock Holding History

Perennial Investment 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 		$411K Buy
363
+6
+2% +$5.71K 0.03% 362
2026
Q1 		$260K Sell
357
-11
-3% -$9.24K 0.02% 427
2025
Q4 		$298K Buy
368
+9
+3% +$7.81K 0.02% 379
2025
Q3 		$343K Buy
359
+35
+11% +$31.2K 0.03% 336
2025
Q2 		$244K Buy
+324
New +$217K 0.02% 403

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

Perennial Investment Advisors's URI Position: Q2 2026 in Review

Perennial Investment Advisors increased its United Rentals (URI) stake by 1.7% in Q2 2026, buying an estimated $5.71K and bringing the position to 363 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #362.

Perennial Investment Advisors first reported a position in URI in Q2 2025 and has held it in 5 quarters since. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Perennial Investment Advisors held 363 shares of United Rentals worth $411K as of Q2 2026.
  • Perennial Investment Advisors bought 6 United Rentals shares in Q2 2026, an estimated $5.71K.
  • United Rentals made up 0.03% of Perennial Investment Advisors's portfolio in Q2 2026, its #362 holding.
  • Perennial Investment Advisors first reported a position in United Rentals in Q2 2025 and has held it in 5 quarters since.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.