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Portside Wealth Group’s United Rentals URI Stock Holding History

Portside Wealth Group’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 		$506K Buy
447
+61
+16% +$58K 0.06% 304
2026
Q1 		$281K Buy
386
+40
+12% +$33.6K 0.04% 375
2025
Q4 		$280K Sell
346
-56
-14% -$48.6K 0.04% 380
2025
Q3 		$384K Buy
402
+2
+0.5% +$1.78K 0.05% 314
2025
Q2 		$301K Buy
+400
New +$268K 0.04% 358

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

Portside Wealth Group's URI Position: Q2 2026 in Review

Portside Wealth Group increased its United Rentals (URI) stake by 16% in Q2 2026, buying an estimated $58K and bringing the position to 447 shares worth $506K. The position accounts for 0.06% of the portfolio, ranked #304.

Portside Wealth Group first reported a position in URI in Q2 2025 and has held it in 5 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Portside Wealth Group held 447 shares of United Rentals worth $506K as of Q2 2026.
  • Portside Wealth Group bought 61 United Rentals shares in Q2 2026, an estimated $58K.
  • United Rentals made up 0.06% of Portside Wealth Group's portfolio in Q2 2026, its #304 holding.
  • Portside Wealth Group first reported a position in United Rentals in Q2 2025 and has held it in 5 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.