Prospera Financial Services’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.38M Sell
1,219
-2,909
-70% -$2.77M 0.02% 638
2026
Q1
$3.01M Sell
4,128
-26
-0.6% -$21.8K 0.05% 392
2025
Q4
$3.36M Buy
4,154
+101
+2% +$87.7K 0.06% 344
2025
Q3
$3.87M Buy
4,053
+518
+15% +$462K 0.07% 308
2025
Q2
$2.66M Buy
3,535
+2,420
+217% +$1.62M 0.05% 390
2025
Q1
$699K Buy
1,115
+462
+71% +$318K 0.02% 670
2024
Q4
$460K Sell
653
-280
-30% -$228K 0.01% 767
2024
Q3
$756K Buy
933
+156
+20% +$112K 0.02% 586
2024
Q2
$503K Buy
777
+87
+13% +$57.8K 0.01% 711
2024
Q1
$498K Sell
690
-4
-0.6% -$2.57K 0.01% 715
2023
Q4
$398K Sell
694
-88
-11% -$41.5K 0.01% 730
2023
Q3
$348K Buy
782
+19
+2% +$8.7K 0.01% 743
2023
Q2
$340K Buy
763
+82
+12% +$30.4K 0.01% 744
2023
Q1
$270K Hold
681
0.01% 816
2022
Q4
$242K Buy
+681
New +$224K 0.01% 781
2022
Q3
Sell
-505
Closed -$123K 1549
2022
Q2
$123K Sell
505
-258
-34% -$75.9K 0.01% 849
2022
Q1
$271K Buy
763
+12
+2% +$3.92K 0.01% 773
2021
Q4
$249K Hold
751
0.01% 762
2021
Q3
$264K Buy
751
+25
+3% +$8.39K 0.01% 694
2021
Q2
$232K Sell
726
-38
-5% -$12.3K 0.01% 726
2021
Q1
$252K Buy
+764
New +$216K 0.02% 668
2020
Q4
Sell
-839
Closed -$146K 1523
2020
Q3
$146K Buy
+839
New +$141K 0.06% 310
2020
Q2
Sell
-1,982
Closed -$204K 604
2020
Q1
$204K Buy
1,982
+320
+19% +$42.4K 0.02% 463
2019
Q4
$277K Sell
1,662
-4,204
-72% -$611K 0.02% 499
2019
Q3
$731K Buy
5,866
+3,255
+125% +$395K 0.08% 224
2019
Q2
$346K Sell
2,611
-989
-27% -$126K 0.04% 373
2019
Q1
$447K Buy
+3,600
New +$445K 0.15% 185
2016
Q2
Sell
-3,475
Closed -$216K 375
2016
Q1
$216K Buy
3,475
+350
+11% +$19.5K 0.05% 286
2015
Q4
$227K Sell
3,125
-675
-18% -$48.8K 0.05% 241
2015
Q3
$228K Buy
3,800
+300
+9% +$20.8K 0.06% 234
2015
Q2
$307K Buy
+3,500
New +$335K 0.07% 198

Other funds holding URI

Prospera Financial Services's URI Position: Q2 2026 in Review

Prospera Financial Services reduced its United Rentals (URI) stake by 70% in Q2 2026, selling an estimated $2.77M and leaving 1,219 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #638.

Prospera Financial Services first reported a position in URI in Q2 2015 and has held it in 31 quarters since. The position peaked at $3.87M in Q3 2025. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Prospera Financial Services held 1,219 shares of United Rentals worth $1.38M as of Q2 2026.
  • Prospera Financial Services sold 2,909 United Rentals shares in Q2 2026, an estimated $2.77M.
  • United Rentals made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #638 holding.
  • Prospera Financial Services first reported a position in United Rentals in Q2 2015 and has held it in 31 quarters since.
  • Prospera Financial Services's United Rentals position peaked at $3.87M in Q3 2025.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.