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Robertson Stephens Wealth Management’s United Rentals URI Stock Holding History

Robertson Stephens 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 		$412K Sell
364
-8
-2% -$7.61K 0.01% 472
2026
Q1 		$271K Sell
372
-353
-49% -$296K 0.01% 529
2025
Q4 		$587K Buy
+725
New +$629K 0.02% 395
2024
Q3 		– Sell
-602
Closed -$389K – 637
2024
Q2 		$389K Buy
602
+44
+8% +$29.2K 0.02% 364
2024
Q1 		$402K Buy
+558
New +$358K 0.02% 382

Other funds holding URI

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Vanguard Capital Management
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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

Robertson Stephens Wealth Management's URI Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its United Rentals (URI) stake by 2.2% in Q2 2026, selling an estimated $7.61K and leaving 364 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #472.

Robertson Stephens Wealth Management first reported a position in URI in Q1 2024 and has held it in 5 quarters since. The position peaked at $587K in Q4 2025. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Robertson Stephens Wealth Management held 364 shares of United Rentals worth $412K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 8 United Rentals shares in Q2 2026, an estimated $7.61K.
  • United Rentals made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #472 holding.
  • Robertson Stephens Wealth Management first reported a position in United Rentals in Q1 2024 and has held it in 5 quarters since.
  • Robertson Stephens Wealth Management's United Rentals position peaked at $587K in Q4 2025.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.