Portus Wealth Advisors’s United Rentals URI Stock Holding History

Portus Wealth Advisors’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	-13	Closed	-$9.47K	–	505
2026 Q1	$9.47K	Buy	+13	New	+$10.9K	0.01%	136

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 $3.37T AUM 44.26% 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

Portus Wealth Advisors's URI Position: Q2 2026 in Review

Portus Wealth Advisors sold out of United Rentals (URI) in Q2 2026, closing a stake of 13 shares — an estimated $9.47K sold.

Portus Wealth Advisors first reported a position in URI in Q1 2026 and held it in 1 quarter. The position peaked at $9.47K in Q1 2026. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Portus Wealth Advisors reported no remaining United Rentals position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 13 United Rentals shares in Q2 2026, an estimated $9.47K.
Portus Wealth Advisors first reported a position in United Rentals in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's United Rentals position peaked at $9.47K in Q1 2026.
1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.