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Regent Peak Wealth Advisors’s United Rentals URI Stock Holding History

Regent Peak Wealth Advisors’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 		$403K Sell
356
-21
-6% -$20K 0.07% 121
2026
Q1 		$275K Buy
377
+4
+1% +$3.36K 0.06% 150
2025
Q4 		$302K Buy
373
+26
+7% +$22.6K 0.06% 136
2025
Q3 		$331K Buy
+347
New +$309K 0.07% 124
2025
Q1 		$207K Buy
331
+35
+12% +$24.1K 0.05% 161
2024
Q4 		$209K Sell
296
-2
-0.7% -$1.63K 0.05% 162
2024
Q3 		$241K Buy
+298
New +$214K 0.06% 146
2024
Q2 		– Sell
-291
Closed -$210K – 179
2024
Q1 		$210K Buy
+291
New +$187K 0.05% 157
2021
Q1 		– Sell
-284
Closed -$66K – 939
2020
Q4 		$66K Buy
+284
New +$60K 0.02% 267

Other funds holding URI

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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

Regent Peak Wealth Advisors's URI Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its United Rentals (URI) stake by 5.6% in Q2 2026, selling an estimated $20K and leaving 356 shares worth $403K. The position accounts for 0.07% of the portfolio, ranked #121.

Regent Peak Wealth Advisors first reported a position in URI in Q4 2020 and has held it in 9 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Regent Peak Wealth Advisors held 356 shares of United Rentals worth $403K as of Q2 2026.
  • Regent Peak Wealth Advisors sold 21 United Rentals shares in Q2 2026, an estimated $20K.
  • United Rentals made up 0.07% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • Regent Peak Wealth Advisors first reported a position in United Rentals in Q4 2020 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 Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.