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SHP Wealth Management’s United Rentals URI Stock Holding History

SHP Wealth Management’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 		$20.4K Buy
18
+11
+157% +$10.5K ﹤0.01% 778
2026
Q1 		$5.29K Buy
7
+6
+600% +$5.04K ﹤0.01% 1055
2025
Q4 		$1.02K Buy
+1
New +$868 ﹤0.01% 1252

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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

SHP Wealth Management's URI Position: Q2 2026 in Review

SHP Wealth Management increased its United Rentals (URI) stake by 157% in Q2 2026, buying an estimated $10.5K and bringing the position to 18 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

SHP Wealth Management first reported a position in URI in Q4 2025 and has held it in 3 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • SHP Wealth Management held 18 shares of United Rentals worth $20.4K as of Q2 2026.
  • SHP Wealth Management bought 11 United Rentals shares in Q2 2026, an estimated $10.5K.
  • United Rentals made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #778 holding.
  • SHP Wealth Management first reported a position in United Rentals in Q4 2025 and has held it in 3 quarters since.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.