Richardson Financial Services’s United Rentals URI Stock Holding History

Richardson Financial Services’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	$1.13K	Hold	1	–	–	﹤0.01%	551
2026 Q1	$729	Hold	1	–	–	﹤0.01%	580
2025 Q4	$11.6K	Buy	+1	New	+$868	﹤0.01%	474
2025 Q3	–	Sell	-3	Closed	-$2.26K	–	589
2025 Q2	$2.26K	Hold	3	–	–	﹤0.01%	479
2025 Q1	$1.88K	Hold	3	–	–	﹤0.01%	481
2024 Q4	$2.11K	Sell	3 -3	-50%	-$2.44K	﹤0.01%	483
2024 Q3	$4.37K	Buy	6 +3	+100%	+$2.16K	﹤0.01%	463
2024 Q2	$1.94K	Sell	3 -1	-25%	-$665	﹤0.01%	469
2024 Q1	$2.88K	Buy	+4	New	+$2.57K	﹤0.01%	486

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Richardson Financial Services held its United Rentals (URI) position steady in Q2 2026 at 1 share worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Richardson Financial Services first reported a position in URI in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.6K in Q4 2025. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Richardson Financial Services held 1 share of United Rentals worth $1.13K as of Q2 2026.
Richardson Financial Services left its United Rentals share count unchanged in Q2 2026.
United Rentals made up ﹤0.01% of Richardson Financial Services's portfolio in Q2 2026, its #551 holding.
Richardson Financial Services first reported a position in United Rentals in Q1 2024 and has held it in 9 quarters since.
Richardson Financial Services's United Rentals position peaked at $11.6K in Q4 2025.
1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.