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Phoenix Financial’s United Rentals URI Stock Holding History

Phoenix Financial’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 		$1.91M Buy
1,685
+503
+43% +$479K 0.01% 198
2026
Q1 		$861K Sell
1,182
-22
-2% -$18.5K 0.01% 244
2025
Q4 		$974K Buy
+1,204
New +$1.05M 0.01% 231
2025
Q3 		– Sell
-1,874
Closed -$1.37M – 501
2025
Q2 		$1.37M Buy
+1,874
New +$1.25M 0.02% 206
2024
Q3 		– Sell
-856
Closed -$533K – 407
2024
Q2 		$533K Hold
856
– – 0.01% 245
2024
Q1 		$616K Buy
+856
New +$549K 0.01% 254

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 $3.38T AUM 44.17% 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

Phoenix Financial's URI Position: Q2 2026 in Review

Phoenix Financial increased its United Rentals (URI) stake by 43% in Q2 2026, buying an estimated $479K and bringing the position to 1,685 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #198.

Phoenix Financial first reported a position in URI in Q1 2024 and has held it in 6 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Phoenix Financial held 1,685 shares of United Rentals worth $1.91M as of Q2 2026.
  • Phoenix Financial bought 503 United Rentals shares in Q2 2026, an estimated $479K.
  • United Rentals made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #198 holding.
  • Phoenix Financial first reported a position in United Rentals in Q1 2024 and has held it in 6 quarters since.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.