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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Phoenix Financial's URI Position: Q1 2026 in Review

Phoenix Financial reduced its United Rentals (URI) stake by 1.8% in Q1 2026, selling an estimated $18.5K and leaving 1,182 shares worth $861K. The position accounts for 0.01% of the portfolio, ranked #244.

Phoenix Financial first reported a position in URI in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.37M in Q2 2025. 1,457 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Phoenix Financial held 1,182 shares of United Rentals worth $861K as of Q1 2026.
  • Phoenix Financial sold 22 United Rentals shares in Q1 2026, an estimated $18.5K.
  • United Rentals made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #244 holding.
  • Phoenix Financial first reported a position in United Rentals in Q1 2024 and has held it in 5 quarters since.
  • Phoenix Financial's United Rentals position peaked at $1.37M in Q2 2025.
  • 1,457 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.