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Quotient Wealth Partners’s United Rentals URI Stock Holding History

Quotient Wealth Partners’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 		$452K Buy
399
+9
+2% +$8.56K 0.01% 228
2026
Q1 		$284K Sell
390
-10
-3% -$8.4K 0.01% 302
2025
Q4 		$324K Sell
400
-20
-5% -$17.4K 0.01% 265
2025
Q3 		$401K Buy
420
+46
+12% +$41K 0.01% 229
2025
Q2 		$282K Buy
+374
New +$250K 0.01% 280
2025
Q1 		– Sell
-334
Closed -$236K – 352
2024
Q4 		$236K Buy
334
+6
+2% +$4.88K 0.01% 291
2024
Q3 		$266K Buy
328
+7
+2% +$5.04K 0.01% 268
2024
Q2 		$208K Buy
321
+4
+1% +$2.66K 0.01% 299
2024
Q1 		$229K Buy
+317
New +$203K 0.01% 279

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Franklin Resources
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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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

Quotient Wealth Partners's URI Position: Q2 2026 in Review

Quotient Wealth Partners increased its United Rentals (URI) stake by 2.3% in Q2 2026, buying an estimated $8.56K and bringing the position to 399 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #228.

Quotient Wealth Partners first reported a position in URI in Q1 2024 and has held it in 9 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Quotient Wealth Partners held 399 shares of United Rentals worth $452K as of Q2 2026.
  • Quotient Wealth Partners bought 9 United Rentals shares in Q2 2026, an estimated $8.56K.
  • United Rentals made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #228 holding.
  • Quotient Wealth Partners first reported a position in United Rentals in Q1 2024 and has held it in 9 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.