SWP
URI icon

Sagespring Wealth Partners’s United Rentals URI Stock Holding History

Sagespring Wealth 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 		$1.29M Buy
1,135
+175
+18% +$166K 0.02% 297
2026
Q1 		$700K Sell
960
-32
-3% -$26.9K 0.01% 413
2025
Q4 		$803K Buy
992
+118
+14% +$102K 0.01% 350
2025
Q3 		$834K Buy
874
+106
+14% +$94.5K 0.02% 333
2025
Q2 		$579K Buy
768
+236
+44% +$158K 0.01% 395
2025
Q1 		$333K Buy
532
+63
+13% +$43.3K 0.01% 481
2024
Q4 		$331K Buy
+469
New +$381K 0.01% 450

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

Sagespring Wealth Partners's URI Position: Q2 2026 in Review

Sagespring Wealth Partners increased its United Rentals (URI) stake by 18% in Q2 2026, buying an estimated $166K and bringing the position to 1,135 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #297.

Sagespring Wealth Partners first reported a position in URI in Q4 2024 and has held it in 7 quarters since. 1,592 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Sagespring Wealth Partners held 1,135 shares of United Rentals worth $1.29M as of Q2 2026.
  • Sagespring Wealth Partners bought 175 United Rentals shares in Q2 2026, an estimated $166K.
  • United Rentals made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #297 holding.
  • Sagespring Wealth Partners first reported a position in United Rentals in Q4 2024 and has held it in 7 quarters since.
  • 1,592 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.