SFS
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Sowell Financial Services’s United Rentals URI Stock Holding History

Sowell Financial Services’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 		$3.05M Buy
2,689
+81
+3% +$77.1K 0.1% 215
2026
Q1 		$1.9M Sell
2,608
-113
-4% -$94.9K 0.07% 299
2025
Q4 		$2.2M Sell
2,721
-2
-0.1% -$1.74K 0.08% 256
2025
Q3 		$2.6M Sell
2,723
-415
-13% -$370K 0.1% 216
2025
Q2 		$2.36M Buy
3,138
+78
+3% +$52.2K 0.1% 216
2025
Q1 		$1.92M Buy
+3,060
New +$2.1M 0.09% 246
2023
Q2 		– Sell
-1,813
Closed -$717K – 818
2023
Q1 		$717K Buy
+1,813
New +$762K 0.06% 362
2021
Q2 		– Sell
-3,299
Closed -$1.13M – 2607
2021
Q1 		$1.13M Sell
3,299
-615
-16% -$174K 0.04% 379
2020
Q4 		$908K Buy
3,914
+355
+10% +$75K 0.04% 350
2020
Q3 		$621K Buy
3,559
+2,201
+162% +$370K 0.03% 417
2020
Q2 		$202K Sell
1,358
-203
-13% -$25.8K 0.01% 720
2020
Q1 		$161K Sell
1,561
-2,168
-58% -$287K 0.01% 711
2019
Q4 		$622K Buy
3,729
+1,122
+43% +$163K 0.05% 383
2019
Q3 		$325K Buy
+2,607
New +$316K 0.03% 515
2019
Q1 		$365K Buy
3,199
+99
+3% +$12.2K 0.04% 413
2018
Q4 		$318K Sell
3,100
-5,143
-62% -$619K 0.05% 375
2018
Q3 		$1.35M Buy
+8,243
New +$1.28M 0.2% 93

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JP Morgan Chase
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Vanguard Portfolio Management
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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

Sowell Financial Services's URI Position: Q2 2026 in Review

Sowell Financial Services increased its United Rentals (URI) stake by 3.1% in Q2 2026, buying an estimated $77.1K and bringing the position to 2,689 shares worth $3.05M. The position accounts for 0.1% of the portfolio, ranked #215.

Sowell Financial Services first reported a position in URI in Q3 2018 and has held it in 17 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Sowell Financial Services held 2,689 shares of United Rentals worth $3.05M as of Q2 2026.
  • Sowell Financial Services bought 81 United Rentals shares in Q2 2026, an estimated $77.1K.
  • United Rentals made up 0.1% of Sowell Financial Services's portfolio in Q2 2026, its #215 holding.
  • Sowell Financial Services first reported a position in United Rentals in Q3 2018 and has held it in 17 quarters since.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.