Simplicity Wealth’s United Rentals URI Stock Holding History

Simplicity Wealth’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	$403K	Buy	356 +59	+20%	+$56.1K	0.01%	718
2026 Q1	$216K	Buy	297 +1	+0.3%	+$840	0.01%	701
2025 Q4	$240K	Sell	296 -685	-70%	-$595K	0.01%	622
2025 Q3	$937K	Sell	981 -208	-17%	-$185K	0.05%	311
2025 Q2	$896K	Buy	1,189 +738	+164%	+$494K	0.04%	351
2025 Q1	$283K	Buy	451 +34	+8%	+$23.4K	0.02%	434
2024 Q4	$294K	Buy	+417	New	+$339K	0.06%	244
2024 Q3	–	Sell	-2,223	Closed	-$1.44M	–	1167
2024 Q2	$1.44M	Buy	2,223 +20	+0.9%	+$13.3K	0.03%	426
2024 Q1	$1.59M	Buy	+2,203	New	+$1.41M	0.04%	398

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Simplicity Wealth's URI Position: Q2 2026 in Review

Simplicity Wealth increased its United Rentals (URI) stake by 20% in Q2 2026, buying an estimated $56.1K and bringing the position to 356 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #718.

Simplicity Wealth first reported a position in URI in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.59M in Q1 2024. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Simplicity Wealth held 356 shares of United Rentals worth $403K as of Q2 2026.
Simplicity Wealth bought 59 United Rentals shares in Q2 2026, an estimated $56.1K.
United Rentals made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #718 holding.
Simplicity Wealth first reported a position in United Rentals in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's United Rentals position peaked at $1.59M in Q1 2024.
1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.