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Richards, Merrill & Peterson’s United Rentals URI Stock Holding History

Richards, Merrill & Peterson’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 		$536K Buy
473
+10
+2% +$9.51K 0.17% 119
2026
Q1 		$337K Buy
463
+30
+7% +$25.2K 0.12% 144
2025
Q4 		$350K Buy
433
+23
+6% +$20K 0.13% 137
2025
Q3 		$391K Buy
410
+17
+4% +$15.1K 0.17% 123
2025
Q2 		$296K Buy
393
+70
+22% +$46.8K 0.14% 134
2025
Q1 		$202K Buy
323
+110
+52% +$75.6K 0.11% 146
2024
Q4 		$150K Buy
+213
New +$173K 0.08% 152

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JP Morgan Chase
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Vanguard Portfolio Management
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
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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

Richards, Merrill & Peterson's URI Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its United Rentals (URI) stake by 2.2% in Q2 2026, buying an estimated $9.51K and bringing the position to 473 shares worth $536K. The position accounts for 0.17% of the portfolio, ranked #119.

Richards, Merrill & Peterson first reported a position in URI in Q4 2024 and has held it in 7 quarters since. 1,593 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Richards, Merrill & Peterson held 473 shares of United Rentals worth $536K as of Q2 2026.
  • Richards, Merrill & Peterson bought 10 United Rentals shares in Q2 2026, an estimated $9.51K.
  • United Rentals made up 0.17% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #119 holding.
  • Richards, Merrill & Peterson first reported a position in United Rentals in Q4 2024 and has held it in 7 quarters since.
  • 1,593 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.