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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
Q2 		$361K Buy
319
+169
+113% +$161K 0.01% 247
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

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Root Financial Partners's URI Position: Q2 2026 in Review

Root Financial Partners increased its United Rentals (URI) stake by 113% in Q2 2026, buying an estimated $161K and bringing the position to 319 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #247.

Root Financial Partners first reported a position in URI in Q3 2025 and has held it in 4 quarters since. 1,591 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Root Financial Partners held 319 shares of United Rentals worth $361K as of Q2 2026.
  • Root Financial Partners bought 169 United Rentals shares in Q2 2026, an estimated $161K.
  • United Rentals made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #247 holding.
  • Root Financial Partners first reported a position in United Rentals in Q3 2025 and has held it in 4 quarters since.
  • 1,591 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.