Precision Wealth Strategies’s United Rentals URI Stock Holding History

Precision Wealth Strategies’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	-543	Closed	-$396K	–	191
2026 Q1	$396K	Buy	543 +9	+2%	+$7.56K	0.13%	137
2025 Q4	$432K	Sell	534 -61	-10%	-$52.9K	0.14%	133
2025 Q3	$568K	Buy	595 +1	+0.2%	+$891	0.18%	120
2025 Q2	$448K	Buy	594 +32	+6%	+$21.4K	0.15%	116
2025 Q1	$352K	Buy	562 +82	+17%	+$56.4K	0.27%	73
2024 Q4	$338K	Buy	480 +40	+9%	+$32.5K	0.26%	93
2024 Q3	$356K	Sell	440 -9	-2%	-$6.47K	0.33%	81
2024 Q2	$290K	Buy	449 +63	+16%	+$41.9K	0.3%	84
2024 Q1	$278K	Sell	386 -9	-2%	-$5.78K	0.26%	81
2023 Q4	$227K	Buy	+395	New	+$186K	0.22%	76

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

Precision Wealth Strategies's URI Position: Q2 2026 in Review

Precision Wealth Strategies sold out of United Rentals (URI) in Q2 2026, closing a stake of 543 shares — an estimated $396K sold.

Precision Wealth Strategies first reported a position in URI in Q4 2023 and held it in 10 quarters. The position peaked at $568K in Q3 2025. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Precision Wealth Strategies reported no remaining United Rentals position as of Q2 2026 after selling out during the quarter.
Precision Wealth Strategies sold 543 United Rentals shares in Q2 2026, an estimated $396K.
Precision Wealth Strategies first reported a position in United Rentals in Q4 2023 and held it in 10 quarters.
Precision Wealth Strategies's United Rentals position peaked at $568K in Q3 2025.
1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.