PWMG
URI icon

Prestige Wealth Management Group’s United Rentals URI Stock Holding History

Prestige Wealth Management 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 		$256K Buy
226
+1
+0.4% +$951 0.05% 151
2026
Q1 		$164K Sell
225
-15
-6% -$12.6K 0.03% 171
2025
Q4 		$194K Hold
240
– – 0.04% 164
2025
Q3 		$229K Hold
240
– – 0.04% 161
2025
Q2 		$181K Hold
240
– – 0.04% 171
2025
Q1 		$150K Hold
240
– – 0.03% 171
2024
Q4 		$169K Hold
240
– – 0.04% 165
2024
Q3 		$194K Hold
240
– – 0.04% 152
2024
Q2 		$155K Hold
240
– – 0.03% 150
2024
Q1 		$173K Hold
240
– – 0.04% 164
2023
Q4 		$138K Buy
240
+2
+0.8% +$943 0.03% 163
2023
Q3 		$106K Hold
238
– – 0.03% 180
2023
Q2 		$106K Hold
238
– – 0.03% 201
2023
Q1 		$94.2K Hold
238
– – 0.02% 191
2022
Q4 		$84.6K Buy
238
+2
+0.8% +$657 0.02% 208
2022
Q3 		$63K Hold
236
– – 0.02% 206
2022
Q2 		$58K Hold
236
– – 0.02% 223
2022
Q1 		$84K Hold
236
– – 0.02% 204
2021
Q4 		$78K Hold
236
– – 0.02% 226
2021
Q3 		$83K Hold
236
– – 0.02% 206
2021
Q2 		$75K Hold
236
– – 0.02% 205
2021
Q1 		$78K Sell
236
-4
-2% -$1.13K 0.02% 204
2020
Q4 		$55K Hold
240
– – 0.02% 240
2020
Q3 		$42K Hold
240
– – 0.01% 268
2020
Q2 		$36K Hold
240
– – 0.01% 264
2020
Q1 		$25K Buy
240
+35
+17% +$4.64K 0.01% 252
2019
Q4 		$34K Hold
205
– – 0.02% 235
2019
Q3 		$26K Hold
205
– – 0.02% 248
2019
Q2 		$27K Hold
205
– – 0.02% 237
2019
Q1 		$23K Sell
205
-63
-24% -$7.78K 0.01% 259
2018
Q4 		$27K Buy
+268
New +$32.3K 0.02% 268

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

Prestige Wealth Management Group's URI Position: Q2 2026 in Review

Prestige Wealth Management Group increased its United Rentals (URI) stake by 0.44% in Q2 2026, buying an estimated $951 and bringing the position to 226 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #151.

Prestige Wealth Management Group first reported a position in URI in Q4 2018 and has held it in 31 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Prestige Wealth Management Group held 226 shares of United Rentals worth $256K as of Q2 2026.
  • Prestige Wealth Management Group bought 1 United Rentals share in Q2 2026, an estimated $951.
  • United Rentals made up 0.05% of Prestige Wealth Management Group's portfolio in Q2 2026, its #151 holding.
  • Prestige Wealth Management Group first reported a position in United Rentals in Q4 2018 and has held it in 31 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.