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

Private 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 		$65.7K Hold
58
– – 0.02% 208
2026
Q1 		$42.3K Hold
58
– – 0.01% 213
2025
Q4 		$46.9K Sell
58
-2
-3% -$1.74K 0.01% 203
2025
Q3 		$57.3K Hold
60
– – 0.02% 171
2025
Q2 		$45.2K Hold
60
– – 0.02% 183
2025
Q1 		$37.6K Sell
60
-1
-2% -$687 0.01% 201
2024
Q4 		$43K Hold
61
– – 0.02% 185
2024
Q3 		$49.4K Hold
61
– – 0.02% 160
2024
Q2 		$39.5K Buy
61
+1
+2% +$665 0.02% 179
2024
Q1 		$43.3K Hold
60
– – 0.02% 174
2023
Q4 		$34.4K Buy
+60
New +$28.3K 0.02% 197

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

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

Private Wealth Management Group held its United Rentals (URI) position steady in Q2 2026 at 58 shares worth $65.7K. The position accounts for 0.02% of the portfolio, ranked #208.

Private Wealth Management Group first reported a position in URI in Q4 2023 and has held it in 11 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Private Wealth Management Group held 58 shares of United Rentals worth $65.7K as of Q2 2026.
  • Private Wealth Management Group left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 0.02% of Private Wealth Management Group's portfolio in Q2 2026, its #208 holding.
  • Private Wealth Management Group first reported a position in United Rentals in Q4 2023 and has held it in 11 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.