Sageworth Trust’s United Rentals URI Stock Holding History

Sageworth Trust’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	–	Sell	-488	Closed	-$356K	–	176
2026 Q1	$356K	Buy	+488	New	+$410K	0.02%	131
2025 Q4	–	Sell	-443	Closed	-$423K	–	262
2025 Q3	$423K	Buy	+443	New	+$395K	0.02%	175

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sageworth Trust's URI Position: Q2 2026 in Review

Sageworth Trust sold out of United Rentals (URI) in Q2 2026, closing a stake of 488 shares — an estimated $356K sold.

Sageworth Trust first reported a position in URI in Q3 2025 and held it in 2 quarters. The position peaked at $423K in Q3 2025. 1,593 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Sageworth Trust reported no remaining United Rentals position as of Q2 2026 after selling out during the quarter.
Sageworth Trust sold 488 United Rentals shares in Q2 2026, an estimated $356K.
Sageworth Trust first reported a position in United Rentals in Q3 2025 and held it in 2 quarters.
Sageworth Trust's United Rentals position peaked at $423K in Q3 2025.
1,593 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Sageworth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.