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Ritholtz Wealth Management’s United Rentals URI Stock Holding History

Ritholtz Wealth Management’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
2021
Q2 		– Sell
-100
Closed -$9K – 563
2021
Q1 		$9K Buy
+100
New +$28.3K ﹤0.01% 470

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VCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ritholtz Wealth Management's URI Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its United Rentals (URI) stake by 1.6% in Q1 2026, selling an estimated $22.7K and leaving 1,655 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #505.

Ritholtz Wealth Management first reported a position in URI in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.63M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Ritholtz Wealth Management held 1,655 shares of United Rentals worth $1.21M as of Q1 2026.
  • Ritholtz Wealth Management sold 27 United Rentals shares in Q1 2026, an estimated $22.7K.
  • United Rentals made up 0.02% of Ritholtz Wealth Management's portfolio in Q1 2026, its #505 holding.
  • Ritholtz Wealth Management first reported a position in United Rentals in Q3 2020 and has held it in 23 quarters since.
  • Ritholtz Wealth Management's United Rentals position peaked at $1.63M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.