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Silver Oak Securities’s United Rentals URI Stock Holding History

Silver Oak Securities’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 		$1.58M Sell
1,396
-13
-0.9% -$12.4K 0.1% 204
2026
Q1 		$1.03M Buy
1,409
+86
+7% +$72.2K 0.08% 254
2025
Q4 		$1.08M Buy
1,323
+15
+1% +$13K 0.07% 268
2025
Q3 		$1.25M Hold
1,308
– – 0.09% 220
2025
Q2 		$986K Sell
1,308
-32
-2% -$21.4K 0.08% 261
2025
Q1 		$841K Sell
1,340
-358
-21% -$246K 0.08% 270
2024
Q4 		$1.2M Buy
1,698
+1,239
+270% +$1.01M 0.11% 196
2024
Q3 		$373K Buy
459
+65
+16% +$46.8K 0.04% 380
2024
Q2 		$255K Sell
394
-121
-23% -$80.4K 0.04% 323
2024
Q1 		$371K Buy
+515
New +$330K 0.06% 265
2023
Q4 		– Sell
-33
Closed -$14.7K – 540
2023
Q3 		$14.7K Sell
33
-947
-97% -$433K ﹤0.01% 409
2023
Q2 		$437K Sell
980
-52
-5% -$19.3K 0.07% 254
2023
Q1 		$409K Buy
+1,032
New +$433K 0.07% 231
2022
Q4 		– Sell
-33
Closed -$14.7K – 478
2022
Q3 		$14.7K Buy
+33
New +$9.61K ﹤0.01% 409

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

Silver Oak Securities's URI Position: Q2 2026 in Review

Silver Oak Securities reduced its United Rentals (URI) stake by 0.92% in Q2 2026, selling an estimated $12.4K and leaving 1,396 shares worth $1.58M. The position accounts for 0.1% of the portfolio, ranked #204.

Silver Oak Securities first reported a position in URI in Q3 2022 and has held it in 14 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Silver Oak Securities held 1,396 shares of United Rentals worth $1.58M as of Q2 2026.
  • Silver Oak Securities sold 13 United Rentals shares in Q2 2026, an estimated $12.4K.
  • United Rentals made up 0.1% of Silver Oak Securities's portfolio in Q2 2026, its #204 holding.
  • Silver Oak Securities first reported a position in United Rentals in Q3 2022 and has held it in 14 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.