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Root Financial Partners’s United Rentals URI Stock Holding History

Root Financial Partners’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
Q1 		$109K Buy
150
+1
+0.7% +$840 0.01% 531
2025
Q4 		$121K Sell
149
-3
-2% -$2.6K 0.01% 408
2025
Q3 		$145K Buy
+152
New +$135K 0.01% 340

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VCM
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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

Root Financial Partners's URI Position: Q1 2026 in Review

Root Financial Partners increased its United Rentals (URI) stake by 0.67% in Q1 2026, buying an estimated $840 and bringing the position to 150 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #531.

Root Financial Partners first reported a position in URI in Q3 2025 and has held it in 3 quarters since. The position peaked at $145K in Q3 2025. 1,454 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Root Financial Partners held 150 shares of United Rentals worth $109K as of Q1 2026.
  • Root Financial Partners bought 1 United Rentals share in Q1 2026, an estimated $840.
  • United Rentals made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #531 holding.
  • Root Financial Partners first reported a position in United Rentals in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's United Rentals position peaked at $145K in Q3 2025.
  • 1,454 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.