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Sarver Vrooman Wealth Advisors’s United Rentals URI Stock Holding History

Sarver Vrooman Wealth Advisors’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 		$51.4K Sell
46
-2
-4% -$1.9K 0.03% 61
2026
Q1 		$35K Sell
48
-10
-17% -$8.4K 0.02% 97
2025
Q4 		$46.9K Sell
58
-37
-39% -$32.1K 0.03% 66
2025
Q3 		$90.7K Hold
95
– – 0.06% 32
2025
Q2 		$71.6K Sell
95
-33
-26% -$22.1K 0.05% 42
2025
Q1 		$80.2K Buy
+128
New +$88K 0.05% 44

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

Sarver Vrooman Wealth Advisors's URI Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its United Rentals (URI) stake by 4.2% in Q2 2026, selling an estimated $1.9K and leaving 46 shares worth $51.4K. The position accounts for 0.03% of the portfolio, ranked #61.

Sarver Vrooman Wealth Advisors first reported a position in URI in Q1 2025 and has held it in 6 quarters since. The position peaked at $90.7K in Q3 2025. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 46 shares of United Rentals worth $51.4K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors sold 2 United Rentals shares in Q2 2026, an estimated $1.9K.
  • United Rentals made up 0.03% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in United Rentals in Q1 2025 and has held it in 6 quarters since.
  • Sarver Vrooman Wealth Advisors's United Rentals position peaked at $90.7K in Q3 2025.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.