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RMG Wealth Management’s United Rentals URI Stock Holding History

RMG 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
2026
Q2 		$4.52K Sell
4
-6
-60% -$5.71K ﹤0.01% 365
2026
Q1 		$9.38K Buy
10
+6
+150% +$5.04K ﹤0.01% 293
2025
Q4 		$3.82K Buy
+4
New +$3.47K ﹤0.01% 321
2025
Q3 		– Sell
-3
Closed -$2.43K – 353
2025
Q2 		$2.43K Buy
+3
New +$2.01K ﹤0.01% 287

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

RMG Wealth Management's URI Position: Q2 2026 in Review

RMG Wealth Management reduced its United Rentals (URI) stake by 60% in Q2 2026, selling an estimated $5.71K and leaving 4 shares worth $4.52K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

RMG Wealth Management first reported a position in URI in Q2 2025 and has held it in 4 quarters since. The position peaked at $9.38K in Q1 2026. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • RMG Wealth Management held 4 shares of United Rentals worth $4.52K as of Q2 2026.
  • RMG Wealth Management sold 6 United Rentals shares in Q2 2026, an estimated $5.71K.
  • United Rentals made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #365 holding.
  • RMG Wealth Management first reported a position in United Rentals in Q2 2025 and has held it in 4 quarters since.
  • RMG Wealth Management's United Rentals position peaked at $9.38K in Q1 2026.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.