SteelPeak Wealth’s United Rentals URI Stock Holding History

SteelPeak 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	$2.29M	Buy	2,024 +9	+0.4%	+$8.56K	0.06%	216
2026 Q1	$1.47M	Hold	2,015	–	–	0.04%	240
2025 Q4	$1.63M	Sell	2,015 -115	-5%	-$99.8K	0.05%	230
2025 Q3	$2.03M	Sell	2,130 -25	-1%	-$22.3K	0.07%	217
2025 Q2	$1.62M	Buy	2,155 +1	+0%	+$669	0.06%	217
2025 Q1	$1.35M	Hold	2,154	–	–	0.06%	220
2024 Q4	$1.52M	Buy	2,154 +24	+1%	+$19.5K	0.06%	201
2024 Q3	$1.72M	Buy	2,130 +11	+0.5%	+$7.91K	0.08%	182
2024 Q2	$1.37M	Buy	2,119 +4	+0.2%	+$2.66K	0.06%	198
2024 Q1	$1.53M	Hold	2,115	–	–	0.08%	188
2023 Q4	$1.21M	Hold	2,115	–	–	0.07%	185
2023 Q3	$940K	Hold	2,115	–	–	0.06%	191
2023 Q2	$942K	Buy	2,115 +115	+6%	+$42.6K	0.06%	191
2023 Q1	$792K	Hold	2,000	–	–	0.05%	181
2022 Q4	$711K	Hold	2,000	–	–	0.05%	202
2022 Q3	$540K	Hold	2,000	–	–	0.04%	233
2022 Q2	$486K	Hold	2,000	–	–	0.03%	255
2022 Q1	$710K	Hold	2,000	–	–	0.04%	229
2021 Q4	$665K	Hold	2,000	–	–	0.04%	219
2021 Q3	$702K	Hold	2,000	–	–	0.05%	206
2021 Q2	$638K	Hold	2,000	–	–	0.04%	237
2021 Q1	$659K	Hold	2,000	–	–	0.05%	199
2020 Q4	$464K	Buy	+2,000	New	+$423K	0.04%	215

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

SteelPeak Wealth's URI Position: Q2 2026 in Review

SteelPeak Wealth increased its United Rentals (URI) stake by 0.45% in Q2 2026, buying an estimated $8.56K and bringing the position to 2,024 shares worth $2.29M. The position accounts for 0.06% of the portfolio, ranked #216.

SteelPeak Wealth first reported a position in URI in Q4 2020 and has held it in 23 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

SteelPeak Wealth held 2,024 shares of United Rentals worth $2.29M as of Q2 2026.
SteelPeak Wealth bought 9 United Rentals shares in Q2 2026, an estimated $8.56K.
United Rentals made up 0.06% of SteelPeak Wealth's portfolio in Q2 2026, its #216 holding.
SteelPeak Wealth first reported a position in United Rentals in Q4 2020 and has held it in 23 quarters since.
1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.