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Summit Financial’s United Rentals URI Stock Holding History

Summit Financial’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 		$18.6M Buy
16,406
+128
+0.8% +$122K 0.2% 95
2026
Q1 		$11.9M Buy
16,278
+12,216
+301% +$10.3M 0.15% 124
2025
Q4 		$3.29M Sell
4,062
-72
-2% -$62.5K 0.05% 356
2025
Q3 		$3.95M Buy
4,134
+43
+1% +$38.3K 0.06% 311
2025
Q2 		$3.08M Buy
4,091
+29
+0.7% +$19.4K 0.07% 231
2025
Q1 		$2.55M Sell
4,062
-6,473
-61% -$4.45M 0.07% 228
2024
Q4 		$7.42M Sell
10,535
-119
-1% -$96.7K 0.26% 73
2024
Q3 		$8.63M Buy
10,654
+947
+10% +$681K 0.34% 54
2024
Q2 		$6.28M Buy
9,707
+1,328
+16% +$883K 0.29% 58
2024
Q1 		$6.04M Buy
8,379
+364
+5% +$234K 0.36% 39
2023
Q4 		$4.6M Buy
8,015
+629
+9% +$297K 0.3% 48
2023
Q3 		$3.28M Buy
7,386
+2,009
+37% +$920K 0.24% 60
2023
Q2 		$2.39M Buy
+5,377
New +$1.99M 0.17% 75

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

Summit Financial's URI Position: Q2 2026 in Review

Summit Financial increased its United Rentals (URI) stake by 0.79% in Q2 2026, buying an estimated $122K and bringing the position to 16,406 shares worth $18.6M. The position accounts for 0.2% of the portfolio, ranked #95.

Summit Financial first reported a position in URI in Q2 2023 and has held it in 13 quarters since. 1,592 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Summit Financial held 16,406 shares of United Rentals worth $18.6M as of Q2 2026.
  • Summit Financial bought 128 United Rentals shares in Q2 2026, an estimated $122K.
  • United Rentals made up 0.2% of Summit Financial's portfolio in Q2 2026, its #95 holding.
  • Summit Financial first reported a position in United Rentals in Q2 2023 and has held it in 13 quarters since.
  • 1,592 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.