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Semus Wealth Partners’s United Rentals URI Stock Holding History

Semus 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 		$1.3M Sell
1,148
-498
-30% -$474K 0.63% 35
2026
Q1 		$1.2M Buy
1,646
+603
+58% +$506K 0.67% 38
2025
Q4 		$844K Sell
1,043
-98
-9% -$85.1K 0.45% 46
2025
Q3 		$1.09M Sell
1,141
-398
-26% -$355K 0.62% 40
2025
Q2 		$1.16M Sell
1,539
-196
-11% -$131K 0.75% 33
2025
Q1 		$1.09M Buy
1,735
+203
+13% +$140K 0.76% 33
2024
Q4 		$1.08M Buy
1,532
+403
+36% +$328K 0.71% 32
2024
Q3 		$914K Sell
1,129
-297
-21% -$214K 0.64% 32
2024
Q2 		$922K Buy
1,426
+3
+0.2% +$1.99K 0.71% 31
2024
Q1 		$1.03M Buy
1,423
+4
+0.3% +$2.57K 0.86% 26
2023
Q4 		$814K Buy
1,419
+4
+0.3% +$1.89K 0.67% 34
2023
Q3 		$629K Buy
1,415
+5
+0.4% +$2.29K 0.59% 37
2023
Q2 		$628K Buy
1,410
+6
+0.4% +$2.22K 0.58% 40
2023
Q1 		$556K Buy
1,404
+204
+17% +$85.7K 0.6% 40
2022
Q4 		$427K Buy
+1,200
New +$394K 0.52% 52

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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

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

Semus Wealth Partners reduced its United Rentals (URI) stake by 30% in Q2 2026, selling an estimated $474K and leaving 1,148 shares worth $1.3M. The position accounts for 0.63% of the portfolio, ranked #35.

Semus Wealth Partners first reported a position in URI in Q4 2022 and has held it in 15 quarters since. 1,591 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Semus Wealth Partners held 1,148 shares of United Rentals worth $1.3M as of Q2 2026.
  • Semus Wealth Partners sold 498 United Rentals shares in Q2 2026, an estimated $474K.
  • United Rentals made up 0.63% of Semus Wealth Partners's portfolio in Q2 2026, its #35 holding.
  • Semus Wealth Partners first reported a position in United Rentals in Q4 2022 and has held it in 15 quarters since.
  • 1,591 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.