Sargent Investment Group’s United Rentals URI Stock Holding History

Sargent Investment Group’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	$711K	Buy	628 +12	+2%	+$11.4K	0.09%	143
2026 Q1	$449K	Buy	616 +2	+0.3%	+$1.68K	0.06%	168
2025 Q4	$497K	Buy	+614	New	+$533K	0.06%	159
2025 Q3	–	Sell	-614	Closed	-$529K	–	227
2025 Q2	$529K	Sell	614 -13	-2%	-$8.69K	0.07%	148
2025 Q1	$393K	Buy	627 +71	+13%	+$48.8K	0.06%	167
2024 Q4	$383K	Buy	556 +9	+2%	+$7.32K	0.06%	163
2024 Q3	$443K	Hold	547	–	–	0.08%	130
2024 Q2	$354K	Buy	547 +2	+0.4%	+$1.33K	0.07%	145
2024 Q1	$393K	Buy	545 +7	+1%	+$4.49K	0.09%	132
2023 Q4	$309K	Buy	538 +1	+0.2%	+$472	0.07%	159
2023 Q3	$239K	Hold	537	–	–	0.06%	175
2023 Q2	$239K	Buy	537 +4	+0.8%	+$1.48K	0.06%	171
2023 Q1	$207K	Buy	+533	New	+$224K	0.05%	181

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

Sargent Investment Group's URI Position: Q2 2026 in Review

Sargent Investment Group increased its United Rentals (URI) stake by 1.9% in Q2 2026, buying an estimated $11.4K and bringing the position to 628 shares worth $711K. The position accounts for 0.09% of the portfolio, ranked #143.

Sargent Investment Group first reported a position in URI in Q1 2023 and has held it in 13 quarters since. 1,593 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Sargent Investment Group held 628 shares of United Rentals worth $711K as of Q2 2026.
Sargent Investment Group bought 12 United Rentals shares in Q2 2026, an estimated $11.4K.
United Rentals made up 0.09% of Sargent Investment Group's portfolio in Q2 2026, its #143 holding.
Sargent Investment Group first reported a position in United Rentals in Q1 2023 and has held it in 13 quarters since.
1,593 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.