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Pines Wealth Management’s United Rentals URI Stock Holding History

Pines 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 		$514K Sell
454
-3
-0.7% -$2.85K 0.15% 134
2026
Q1 		$333K Buy
457
+5
+1% +$4.2K 0.11% 167
2025
Q4 		$366K Sell
452
-32
-7% -$27.8K 0.12% 160
2025
Q3 		$462K Buy
484
+11
+2% +$9.8K 0.16% 132
2025
Q2 		$375K Buy
473
+21
+5% +$14K 0.13% 160
2025
Q1 		$249K Buy
452
+72
+19% +$49.5K 0.12% 173
2024
Q4 		$255K Buy
+380
New +$309K 0.11% 174

Other funds holding URI

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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

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

Pines Wealth Management reduced its United Rentals (URI) stake by 0.66% in Q2 2026, selling an estimated $2.85K and leaving 454 shares worth $514K. The position accounts for 0.15% of the portfolio, ranked #134.

Pines Wealth Management first reported a position in URI in Q4 2024 and has held it in 7 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Pines Wealth Management held 454 shares of United Rentals worth $514K as of Q2 2026.
  • Pines Wealth Management sold 3 United Rentals shares in Q2 2026, an estimated $2.85K.
  • United Rentals made up 0.15% of Pines Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Pines Wealth Management first reported a position in United Rentals in Q4 2024 and has held it in 7 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.