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Schear Investment Advisers’s United Rentals URI Stock Holding History

Schear Investment Advisers’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 		$1.76M Hold
1,550
– – 0.59% 45
2026
Q1 		$1.13M Sell
1,550
-123
-7% -$103K 0.5% 53
2025
Q4 		$1.35M Buy
1,673
+21
+1% +$18.2K 0.58% 51
2025
Q3 		$1.58M Buy
1,652
+23
+1% +$20.5K 0.7% 46
2025
Q2 		$1.23M Sell
1,629
-58
-3% -$38.8K 0.61% 55
2025
Q1 		$1.06M Sell
1,687
-58
-3% -$39.9K 0.61% 56
2024
Q4 		$1.23M Buy
1,745
+77
+5% +$62.6K 0.65% 45
2024
Q3 		$1.35M Buy
1,668
+252
+18% +$181K 0.84% 42
2024
Q2 		$916K Buy
1,416
+49
+4% +$32.6K 0.66% 55
2024
Q1 		$986K Buy
+1,367
New +$877K 0.79% 45

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

Schear Investment Advisers's URI Position: Q2 2026 in Review

Schear Investment Advisers held its United Rentals (URI) position steady in Q2 2026 at 1,550 shares worth $1.76M. The position accounts for 0.59% of the portfolio, ranked #45.

Schear Investment Advisers first reported a position in URI in Q1 2024 and has held it in 10 quarters since. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Schear Investment Advisers held 1,550 shares of United Rentals worth $1.76M as of Q2 2026.
  • Schear Investment Advisers left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 0.59% of Schear Investment Advisers's portfolio in Q2 2026, its #45 holding.
  • Schear Investment Advisers first reported a position in United Rentals in Q1 2024 and has held it in 10 quarters since.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.