SWM
URI icon

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
Q1 		$5.29K Buy
7
+6
+600% +$5.04K ﹤0.01% 1055
2025
Q4 		$1.02K Buy
+1
New +$868 ﹤0.01% 1252

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SHP Wealth Management's URI Position: Q1 2026 in Review

SHP Wealth Management increased its United Rentals (URI) stake by 600% in Q1 2026, buying an estimated $5.04K and bringing the position to 7 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

SHP Wealth Management first reported a position in URI in Q4 2025 and has held it in 2 quarters since. 1,457 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • SHP Wealth Management held 7 shares of United Rentals worth $5.29K as of Q1 2026.
  • SHP Wealth Management bought 6 United Rentals shares in Q1 2026, an estimated $5.04K.
  • United Rentals made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1055 holding.
  • SHP Wealth Management first reported a position in United Rentals in Q4 2025 and has held it in 2 quarters since.
  • 1,457 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.