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Principia Wealth Advisory’s United Rentals URI Stock Holding History

Principia Wealth Advisory’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 		$3.4K Hold
3
– – ﹤0.01% 446
2026
Q1 		$2.19K Hold
3
– – ﹤0.01% 492
2025
Q4 		$2.43K Buy
3
+1
+50% +$868 ﹤0.01% 410
2025
Q3 		$1.91K Hold
2
– – ﹤0.01% 443
2025
Q2 		$1.51K Buy
2
+1
+100% +$669 ﹤0.01% 457
2025
Q1 		$611 Sell
1
-1
-50% -$687 ﹤0.01% 522
2024
Q4 		$1.41K Buy
+2
New +$1.63K ﹤0.01% 295

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

Principia Wealth Advisory's URI Position: Q2 2026 in Review

Principia Wealth Advisory held its United Rentals (URI) position steady in Q2 2026 at 3 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Principia Wealth Advisory first reported a position in URI in Q4 2024 and has held it in 7 quarters since. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Principia Wealth Advisory held 3 shares of United Rentals worth $3.4K as of Q2 2026.
  • Principia Wealth Advisory left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #446 holding.
  • Principia Wealth Advisory first reported a position in United Rentals in Q4 2024 and has held it in 7 quarters since.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.