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	–	Sell	-6,706	Closed	-$4.3M	–	578
2026 Q1	$4.3M	Buy	+6,706	New	+$5.63M	0.04%	130

Other funds holding URI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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.