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Personal CFO Solutions’s United Rentals URI Stock Holding History

Personal CFO Solutions’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 		$546K Buy
482
+70
+17% +$66.6K 0.08% 226
2026
Q1 		$300K Sell
412
-14
-3% -$11.8K 0.04% 377
2025
Q4 		$345K Buy
426
+39
+10% +$33.9K 0.05% 317
2025
Q3 		$370K Buy
387
+23
+6% +$20.5K 0.06% 280
2025
Q2 		$274K Buy
364
+27
+8% +$18.1K 0.05% 357
2025
Q1 		$211K Buy
+337
New +$232K 0.04% 414
2023
Q2 		– Sell
-624
Closed -$247K – 515
2023
Q1 		$247K Sell
624
-126
-17% -$52.9K 0.05% 370
2022
Q4 		$267K Buy
750
+2
+0.3% +$657 0.06% 336
2022
Q3 		$202K Buy
+748
New +$218K 0.05% 373
2021
Q4 		– Sell
-2,474
Closed -$868K – 518
2021
Q3 		$868K Sell
2,474
-10
-0.4% -$3.36K 0.18% 119
2021
Q2 		$792K Buy
2,484
+103
+4% +$33.3K 0.16% 123
2021
Q1 		$784K Buy
2,381
+22
+0.9% +$6.23K 0.17% 115
2020
Q4 		$547K Sell
2,359
-1,052
-31% -$222K 0.14% 142
2020
Q3 		$1M Sell
3,411
-130
-4% -$21.9K 0.33% 122
2020
Q2 		$528K Buy
3,541
+622
+21% +$78.9K 0.16% 124
2020
Q1 		$300K Sell
2,919
-585
-17% -$77.5K 0.11% 174
2019
Q4 		$584K Buy
+3,504
New +$509K 0.17% 128

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

Personal CFO Solutions's URI Position: Q2 2026 in Review

Personal CFO Solutions increased its United Rentals (URI) stake by 17% in Q2 2026, buying an estimated $66.6K and bringing the position to 482 shares worth $546K. The position accounts for 0.08% of the portfolio, ranked #226.

Personal CFO Solutions first reported a position in URI in Q4 2019 and has held it in 17 quarters since. The position peaked at $1M in Q3 2020. 1,587 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Personal CFO Solutions held 482 shares of United Rentals worth $546K as of Q2 2026.
  • Personal CFO Solutions bought 70 United Rentals shares in Q2 2026, an estimated $66.6K.
  • United Rentals made up 0.08% of Personal CFO Solutions's portfolio in Q2 2026, its #226 holding.
  • Personal CFO Solutions first reported a position in United Rentals in Q4 2019 and has held it in 17 quarters since.
  • Personal CFO Solutions's United Rentals position peaked at $1M in Q3 2020.
  • 1,587 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.