SF
URI icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Summit Financial's URI Position: Q1 2026 in Review

Summit Financial increased its United Rentals (URI) stake by 301% in Q1 2026, buying an estimated $10.3M and bringing the position to 16,278 shares worth $11.9M. The position accounts for 0.15% of the portfolio, ranked #124.

Summit Financial first reported a position in URI in Q2 2023 and has held it in 12 quarters since. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Summit Financial held 16,278 shares of United Rentals worth $11.9M as of Q1 2026.
  • Summit Financial bought 12,216 United Rentals shares in Q1 2026, an estimated $10.3M.
  • United Rentals made up 0.15% of Summit Financial's portfolio in Q1 2026, its #124 holding.
  • Summit Financial first reported a position in United Rentals in Q2 2023 and has held it in 12 quarters since.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.