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Perigon Wealth Management’s United Rentals URI Stock Holding History

Perigon Wealth Management’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 		$966K Buy
852
+211
+33% +$201K 0.02% 609
2026
Q1 		$467K Sell
641
-28
-4% -$23.5K 0.01% 830
2025
Q4 		$542K Sell
669
-2
-0.3% -$1.74K 0.01% 754
2025
Q3 		$641K Buy
671
+112
+20% +$99.8K 0.01% 653
2025
Q2 		$421K Sell
559
-25
-4% -$16.7K 0.01% 727
2025
Q1 		$366K Sell
584
-22
-4% -$15.1K 0.01% 736
2024
Q4 		$459K Buy
606
+27
+5% +$21.9K 0.01% 665
2024
Q3 		$469K Buy
579
+39
+7% +$28.1K 0.01% 638
2024
Q2 		$349K Sell
540
-5
-0.9% -$3.32K 0.01% 636
2024
Q1 		$393K Sell
545
-87
-14% -$55.8K 0.01% 596
2023
Q4 		$362K Buy
632
+89
+16% +$42K 0.01% 600
2023
Q3 		$241K Sell
543
-4
-0.7% -$1.83K 0.01% 667
2023
Q2 		$244K Buy
+547
New +$203K 0.01% 679
2023
Q1 		– Sell
-666
Closed -$237K – 731
2022
Q4 		$237K Buy
+666
New +$219K 0.01% 606
2022
Q1 		– Sell
-718
Closed -$239K – 652
2021
Q4 		$239K Sell
718
-93
-11% -$33.2K 0.02% 512
2021
Q3 		$285K Buy
+811
New +$272K 0.02% 431
2021
Q1 		– Sell
-529
Closed -$123K – 1009
2020
Q4 		$123K Buy
+529
New +$112K 0.01% 501

Other funds holding URI

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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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

Perigon Wealth Management's URI Position: Q2 2026 in Review

Perigon Wealth Management increased its United Rentals (URI) stake by 33% in Q2 2026, buying an estimated $201K and bringing the position to 852 shares worth $966K. The position accounts for 0.02% of the portfolio, ranked #609.

Perigon Wealth Management first reported a position in URI in Q4 2020 and has held it in 17 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Perigon Wealth Management held 852 shares of United Rentals worth $966K as of Q2 2026.
  • Perigon Wealth Management bought 211 United Rentals shares in Q2 2026, an estimated $201K.
  • United Rentals made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #609 holding.
  • Perigon Wealth Management first reported a position in United Rentals in Q4 2020 and has held it in 17 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

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