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Strategic Wealth Partners’s United Rentals URI Stock Holding History

Strategic Wealth Partners’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 		$17.9M Buy
15,770
+1,635
+12% +$1.56M 1.11% 21
2026
Q1 		$10.3M Buy
14,135
+5,985
+73% +$5.03M 0.71% 50
2025
Q4 		$6.6M Buy
8,150
+8,057
+8,663% +$6.99M 0.45% 71
2025
Q3 		$88.8K Sell
93
-336
-78% -$299K 0.01% 453
2025
Q2 		$323K Buy
+429
New +$287K 0.03% 265
2024
Q4 		$376K Buy
515
+181
+54% +$147K 0.03% 236
2024
Q3 		$270K Buy
+334
New +$240K 0.03% 262

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

Strategic Wealth Partners's URI Position: Q2 2026 in Review

Strategic Wealth Partners increased its United Rentals (URI) stake by 12% in Q2 2026, buying an estimated $1.56M and bringing the position to 15,770 shares worth $17.9M. The position accounts for 1.11% of the portfolio, ranked #21.

Strategic Wealth Partners first reported a position in URI in Q3 2024 and has held it in 7 quarters since. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Strategic Wealth Partners held 15,770 shares of United Rentals worth $17.9M as of Q2 2026.
  • Strategic Wealth Partners bought 1,635 United Rentals shares in Q2 2026, an estimated $1.56M.
  • United Rentals made up 1.11% of Strategic Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • Strategic Wealth Partners first reported a position in United Rentals in Q3 2024 and has held it in 7 quarters since.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.